How do I add a new user in Folio?

To add a new user in Folio, click on the Admin gear wheel and select users.

1. Click on the + New User button
   
   
   
2. Enter the user details - the mandatory fields are Name, Email and Business Unit. As an Administrator, you can set the user up as a full user or a lite user. 
   
   
   
   
3. You can either set up a password as an Administrator, or you can just create the user and they will get an email to set up their own password.
   
   
4. You can add tags to the user which may help you find them in a search later on (for example you might want to put in their function)
   
   
5. Click on Create
   
   

You can then send the user a Welcome Email so that they can set up their own password by clicking on the Tools button on their Details page and selecting Send Welcome Email:

TIP: If you have a large number of new users to add, you can import your users using the Import functionality instead.

Users can be given access rights by Adding Users to a Role or by Adding a User to a User Profile.