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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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 On this page:

 

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  1. Complete the new user form. 

  2. 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

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

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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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