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- Click the Manage Roles link.
- You will see several pre-created roles: frevvo.Designer, frevvo.Editor, frevvo.Publisher, frevvo.ReadOnly.
- Click the icon, fill in the form and submit it to create new roles e.g. Employee or Manager.
- Click the Back to Manage Tenant link.
- Next click the Manage Users link.
- For In-house you will see a single user – the administrative user you defined when you created the tenant. Note that you will have to click the link to display All users. By default, only users beginning with the later A are displayed. For Onlne you will see two users – the administrative user and the designer username you specified when you signed up for your trial SaaS account.
- To create a new user with permissions to create forms, click the icon, fill in the form and select the role frevvo.designer. If you do not select this role then this new user will not be able to create forms but will only be able to use forms created by others.
- The new user will be created. Create as many users and assign them roles as needed.
- Logout of the tenant admin account and login as one of the newly created users with the frevvo.Designer role and start building forms and workflows.
- Note that you must login using either the syntax: userid@tenant for the user name and leave the tenant name login input blank. For example, if the newly created tenant was named example.com then all users in that tenant must login using the ID: user@example.com. Or alternatively you can enter username and tenant name in their own login page input fields.
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