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 is a multi-tenant application. Tenants allow you to segregate groups of users and roles. Users from one tenant cannot access users in any other tenant. Note: this does not apply to public forms/flow which do not require login access to a tenant.

The  In-house superuser admin can create as many tenants on your form server as needed. Once the superuser admin creates the tenant, the tenant admin user can then login to manage the tenant, configure LDAP, add users & roles, etc. See the Admin Home Page for differences between the superuser admin and tenant admin. 

Info

trial tenants in the cloud are initially configured with the frevvo Default security Manager. Once you have purchased your license, you can switch the Security Manager of your tenant and retain existing forms/flows, users, roles and submissions.

Tenants using the Default Security Manager can be migrated to:

  • Default Security Manager → LDAP
  • Default Security Manager → SAML  
  • Default Security Manager →  Azure SAML

Tenants using the LDAP Security Manager can migrate to:

  • LDAP → SAML
  • LDAP → Azure SAML

If you want to switch the security manager of your tenant, cloud customers should contact sales@frevvo.com to initiate the procedure.

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Configuring the SharePoint Connector

Store submissions and metadata on a registered SharePoint website using the frevvo SharePoint Connector and wizard. The configuration information is discussed in the SharePoint Connector topic

Configuring the LDAP/Active Directory Security Manager

Creating/editing the LDAP tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to this documentation for configuration details and here for some troubleshooting tips.

Configuring the LDAP Container Security Manager

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Configuring the SAML Security Manager

Creating/editing the SAML tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to the SAML Security Manager topic for the details.

Configuring the Azure SAML Security Manager

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The Database Container Security Manager should be selected when authentication is the container's responsibility and you want to use the   database interface to fetch users/roles for design time functionality from an external database.  Click here for the /wiki/spaces/frevvo80/pages/975572288.

Edit Tenant

Warning

If you are planning on changing the Security Manager from the Default Security Manager to LDAP(s), SAML or Azure SAML, and you want to preserve Applications/Forms/Flows developed in your trial/starter frevvo tenant, here's what we recommend:

  • Download the Applications/Forms/Flows that you want to preserve to your desktop as a backup BEFORE changing the Security Manager.
  • customers should be aware that changing the Security Manager of your tenant is a ONE-WAY operation. Once you click the Change button, you cannot revert back to the original security manager.

A tenant admin or a superuser admin can use the Tenant page to configure or edit information about a tenant. 

To display the Tenant page:

  • If logged in as a tenant admin click Edit Tenant.
  • If logged in as a superuser admin click Manage Tenants  and then click Image Removed for the tenant you want to edit.

Note that you cannot change the Tenant Id, although you can change the Name and Description.

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A tenant admin or a superuser admin can use the Tenant page to configure or edit information about a tenant. 

To display the Tenant page:

  • If logged in as a tenant admin click Edit Tenant.
  • If logged in as a superuser admin click Manage Tenants  and then click Image Added for the tenant you want to edit.

Note that you cannot change the Tenant Id, although you can change the Name and Description.

Change the tenant Security Manager

Warning

If you are planning on changing the Security Manager from the Default Security Manager to LDAP(s), SAML or Azure SAML, and you want to preserve Applications/Forms/Flows developed in your trial/starter frevvo tenant, here's what we recommend:

  • Download the Applications/Forms/Flows that you want to preserve to your desktop as a backup BEFORE changing the Security Manager.
  • customers should be aware that changing the Security Manager of your tenant is a ONE-WAY operation. Once you click the Change button, you cannot revert back to the original security manager.

The following Security Manager changes can be made by clicking the Change button and making a selection from the dropdown. Cloud customers should contact sales@frevvo.com to initiate the procedure.

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