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Setup for Forms and Workflows 

View a 4 minute video on setting up your in-house server for workflows
by clicking here.

1. Click the  icon to create a new tenant, fill in the form and submit it. The new tenant will be created.
2. Click the  icon, to administer the newly created tenant.
3. On the page that is displayed, click the "Manage Roles" link.
4. There is a single role (frevvo.Designer).
5. Click the  icon, fill in the form and submit it to create new roles e.g. Employee or Manager.
6. Click the 'Back to Manage Tenant' link.
7. On the page that is displayed, click the "Manage Users" link.
8. There is 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.
9. Click the  icon, fill in the form and submit it. Assign roles to the user as desired. Note that you must assign the frevvo.Designer role to any users who wish to design forms.
10. The new user will be created. Create as many users and assign them roles as needed.
11. Logout of the admin account and login as one of the newly created users with the frevvo.Designer role and start building forms and workflows.
12. Note that you must login using the syntax: userid@tenant for the user name. 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. Type in your password as before.
13.  is installed and ready for use.

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