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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.
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to create a new role. Type the role name and click Submit. Do not use spaces when creating roles. - Click to remove the role from the tenant.
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- If you use LDAP or a delegating or custom security manager to define your users and their roles or groups, you do not see the New Role icon on the Manage Roles page.
- If your tenant is configured with a Security Manager other than the Default, (LDAP, SAML) you may have a large number of userids/roles that need to be imported into Live Forms initially. Manual updates to keep in sync with your IDP are also required. Live Forms provides the ability to perform a bulk import of user data. Refer to CSV Upload of Users and Roles for details
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Publisher Role and Live Forms Best Practice
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.
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