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A tenant admin uses the Manage Users page to add new users, delete users, edit the properties of existing users and download/upload a csv file containing user data. 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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Complete the new user form.
User names can contain characters, numbers, dot (.), hyphen (-) and the underscore (_) and cannot start with a number. Max length is 50 characters.
Change Password on Next Login is checked by default. recommends keeping this checked for best security practices. Users will be prompted to enter a new password that meets strength requirements on their first login.
Assign roles to the user. NOTE: Assign the special role frevvo.Designer to any user who needs permission to create forms and workflows.
You can assign multiple roles to any user by clicking the "+" icon
Assign a reports to for any user who needs to route a form they fill in to their manager. For example a PTO request.
Submit the form

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Field/Column Name	Description
userId	The unique user id used for login. Required
tenant	The tenant identifier is optional. If not supplied, it defaults to the current tenant. Attempts to upload users for another tenant shows a validation error.
password	For newly inserted users, the plain text password. Always blank on download. Default passwords should be provided especially if you are using a tenant configured with the SAML Security Manager. If you are using the Default Security Manager, users can then be instructed to change the password on first login using the Manage Personal Information option.
firstName	User's first name.
firstName	User's first name.
lastName	User's last name.
email	User's email address. Required
enabled	Set to 'true' to enable the user
reportsTo	The userId of the user that the user reports to, if any.
roles	A list of the user's roles, separated by the '\|' character. Roles are inserted as necessary. Spaces are not allowed in role names. Role names cannot contain more than 100 characters.
transaction	Either blank or 'DELETE'. If DELETE then the user will be removed. Otherwise, the user is updated if it exists or inserted as necessary.
notifyIfNewUser	A value of 'true' will send an email to users prompting them to create a new password. A value of 'false' will not notify users.

Info

To include a ',' (comma) in a field, escape it with a leading '\' character. To include a '|' (bar) in a role name, escape it with a leading '\' char.
To delete a user, enter DELETE into the transaction column of the file for that user. The user id and tenant fields are required for successful deletion. The message "Attempting to delete non-existing userId. It will be ignored." displays if the user id does not exist.
To delete all roles for a user, leave the roles column blank. See Updating Users and Roles using a CSV file for more information.

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You will see this message with the number of roles and users that were created: "Users Loaded successfully. 3 Added, 1 Updated, 0 Deleted, 4 Roles Added." Uploading an empty users file displays the message "Users file is empty".

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Tip

If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.
The warning messages "Update of user failed" or "Users Loaded successfully with some issues. See detailed results for details." is no longer displayed if users in the csv file you are uploading do not have any roles assigned to them.

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