Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A tenant admin uses the Manage Users page to add new users, delete users, edit the properties of existing users and download/upload a csv file containing user data. Click the Manage Users link to display the  user list. To the right of each user name are icons described below.

...

You will see this message with the number of roles and users that were created: "Users Loaded successfully. 3 Added, 1 Updated, 0 Deleted, 4 Roles Added." Uploading an empty users file displays the message "Users file is empty".

...

Tip
  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.
  • The warning messages "Update of user failed"  or "Users Loaded successfully with some issues. See detailed results for details." is no longer displayed if users in the csv file you are uploading do not have any roles assigned to them. 
  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

...

Avoid deleting users with the frevvo.Designer role. If a designer user has resources such as forms, workflows, scripts, spacesportals, etc. those will also be deleted, including submissions, when the user is deleted. If you must delete a designer user, you can download their resources and upload them to another designer user. In this case, you will not be able to move submissions. You will also need to update any published share links to those resources.

...

Designers will also see a link to Manage Production Forms here so the designer can easily manage their account from this screen.

If you are using  spacesusing  portals, you can add a link to this screen to the space portal menu.