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

If you are logged in as the superuser admin you must first click the Manage Tenants link to display the list of tenants. Then click the button to manage users/roles for the desired tenant. Then click the Manage Users link.

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 On this page:

Table of Contents

 Add New User 

Create new tenant users on the Manage Users page.

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  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 to 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 Modified 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.  

Image RemovedImage Added

 If you want to disable a tenant admin, edit that user by clicking the Image Modified 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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