Team Members and Roles
Folio Anywhere has three roles, each with a different level of access.
Owner
Full control: the owner is the only one who can transfer ownership, close or reopen the business, edit the business profile, upload branding, manage the PDF import key, toggle the card-on-file (incidentals) setting, and delete the account. The owner also has every permission below. Every business has exactly one owner.
Super user
Every owner permission except the owner-only items listed above: refunds, managing the team, payment provider settings, plan and billing, the ID verification add-on, charging or removing cards on file, deleting and restoring folios, and viewing ID verification documents are all included.
User (staff)
Can create, send, and edit drafts of folios, add charges to them, collect payment on them, and request ID verification. Cannot issue refunds, manage the team, or touch payment, business, or billing settings. Can view the team roster and payment status in read-only form.
How many team members can I have?
- Free: 1 user per company
- Pro: up to 5 active users
- Enterprise: unlimited users
Inviting someone
Go to Team in the navigation and choose “Invite someone”. Enter the person’s email, pick a role (user or super user), and send the invite. An owner or super user can also change a member’s role or remove them later from the same page.
When someone asks to join your business by email, their request appears under “Pending join requests” on the same page, where an owner or super user can Approve or Deny it. Roster badges show whether someone is invited, active, removed, or requested.
Transferring ownership
Only the owner can transfer ownership. From Team, choose “Transfer ownership”, pick the new owner from your team, and confirm. You will become a super user, and the person you chose becomes the owner.