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Create new tenant users on the Manage Users page.

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Click  at the top of the user list to add a new user.

  1. Complete the new user form
  2. Assign roles to the user. NOTE: Assign the special role frevvo.designer to any user who needs permission to create forms and workflows.
  3. You can assign multiple roles to any user by clicking the "+" icon
  4. Assign a reports too for any user who needs to route a form they fill to their manager. For example a PTO request.
  5. Submit the form

 

 

Add Tenant Admin

You can add additional tenant admins by click the Image Added icon. This creates a new user with the special permission required to login and manage the tenant. You cannot add this special tenant admin to an existing user. This is the only way to to grant this special tenant admin permission.

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If you want to disable a tenant admin, edit that user by clicking the Image Added button and add the frevvo.ReadOnly role. You can also delete all tenant admin except the initial tenant admin created while creating the tenant. One common case is that you need to remove admin access to a person who initially had that permission via the initial tenant admin. To do this:

  1. Create a new tenant admin
  2. Edit the original tenant admin and add the role frevvo.ReadOnly

View User List 

 Click on a capital letter (A to Z) to display a list of users whose name begins with that letter. Click All to display all current users.

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