Versions Compared

Key

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

Use the Manage Roles page to create roles for form users; roles are commonly used in work flows and for digital signatures. An admin user can create and delete roles for a tenant. Click the Manage Roles link to display the list of roles.

The following roles are special and cannot be deleted:

  • frevvo.Designer - This role gives a user the permission to design forms
  • frevvo.Editor - This role gives a user the permission to edit other user's forms (currently only supported from the frevvo-Confluence add-on).
  • frevvo.Publisher - This role gives a user the permission to go to the home page of every frevvo.Designer user and upload (publish) applications. A user with this role can also change visibility / ACL permissions.
  • frevvo.ReadOnly - This roles disables login permission for the user. The forms in their account remain usable. This role should be used  when a designer user leaves your organization. In that case, you want to disable the login, but not the forms/flows that are owned by this user because they are still being used.
  • frevvo.Reports - This role enables any user (except those with roles frevvo.Publisher and frevvo.ReadOnly) to view operational reports.
Column
width350px

On This Page:

Table of Contents

...

The frevvo.Publisher role plays an important part when following Best Practice to move forms/flows from your development system to your production system. It is recommended that you create a generic user account that has the frevvo.designer role on your production tenant to which you publish all forms/flows. Users with the frevvo.Publisher role, have permission to upload new versions of your applications to your production generic account.

 When a user assigned the frevvo.publisher role logs in, a list of all designer users in your tenant (frevvo.designer role) displays.

...