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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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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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- 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.
- Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.
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Troubleshooting
Current Tenant Validation Error
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To disable a user click the icon to the right of the user's name in the user list. Set the Enabled dropdown to false. If this user is already logged into the form server they will be able to continue using the form server until they logout. At that point future logins will be blocked with the error "Your account is disabled".
Manage Personal Information
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Users can use the MY ACCOUNT > Manage personal information link to view and edit their personal information. Type in the fields and use the drop-down list to make changes, and then click Submit. For example, if users have their Task List open all day, they can change the value in the Task Notification Preference dropdown from Email to Off. This will stop Task Notification emails for all workflows.
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The Task List does not automatically refresh. Users who rely on their Task List instead of Task Notification should manually refresh the list regularly. |
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Designers will also see a link to Manage Production Forms here so the designer can easily manage their account from this screen.
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If you are using spaces, you can add a link to this screen to the space menu.