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Use the Manage Roles page to create roles for form users; roles are commonly used in work flows and for digital signatures. An admin user can create and delete roles for a tenant. Click the Manage Roles link to display the list of roles. The following roles are special and cannot be deleted: - frevvo.Designer - This role gives a user the permission to design forms
- frevvo.Editor - This role gives a user the permission to edit other user's forms (currently only supported from the frevvo-Confluence add-on).
- frevvo.Publisher - This role gives a user the permission to go to the home page of every frevvo.Designer user and upload (publish) applications. A user with this role can also change visibility / ACL permissions.
- frevvo.ReadOnly - This roles disables login permission for the user. The forms in their account remain usable. This role should be used when a designer user leaves your organization. In that case,
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- you want to disable the login, but
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- not the forms/flows that are owned by this user because they are still being used.
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Creating a New Role
- Click
to create a new role. Type the role name and click Submit. Do not use spaces when creating roles. - Click to remove the role from the tenant.
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If you use LDAP or a delegating or custom security manager to define your users and their roles or groups, you do not see the New Role icon on the Manage Roles page. |
Publisher Role and Live Forms Best Practice
The frevvo.Publisher role plays an important part when following Best Practice to move forms/flows from your development system to your production system. It is recommended that you create a generic user account that has the frevvo.designer role on your production tenant to which you publish all forms/flows. Users with the frevvo.Publisher role, have permission to upload new versions of your applications to your production generic account.
When a user assigned the frevvo.publisher role logs in, a list of all designer users in your tenant (frevvo.designer role) displays.
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- Click ALL to list all the users that have the role of frevvo.designer.
- Click the Image Added icon to navigate to the Home Page of the designer user. The publisher user can then upload applications to this account by clicking Upload.
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- Click the Image AddedEdit icon, then click the Forms or Flow Tab. The publisher user can specify Access Control for the form or flow by clicking the Image Addedicon.
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If the frevvo.Publisher user also has the role of frevvo.designer, they will see the list of designer users and not the designer's Home Page when they log in. |