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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 75 characters. Userids that contain single quotes are supported.
- 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 workflow step they fill in to their manager. For example a PTO request.
- Submit the form
The Reports To field is a ComboBox. Begin typing the userid of the person this user reports to and a list of matching users displays. Select the Role and Enabled field values from the Dropdown choices.
Add Tenant Admin
You can add additional tenant admins by click the icon. This creates a new user with the special permission required to login and manage the tenant. You cannot add this special tenant admin to an existing user. This is the only way to to grant this special tenant admin permission.
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Only tenant admins may import user data and associated roles. The upload/download users links are available for tenants using all security managers. This feature is useful when creating/migrating a tenant that uses the LDAP or SAML Security managers.
Once you have more than a few thousand users, we recommend using the API because it is programmatic and can be automated. This is a more resilient way to bulk load lots of users. There is a limit of 150,000 users per upload.
Download Users and Roles
- Make sure you are logged in as the tenant admin. Click the Manage Users link.
- Click the
download users csv file icon.
- This downloads a complete comma separated file that includes the list of the users and their assigned roles in the current tenant. Roles that exist in the tenant but are not assigned to any users will not be included in the file.The fields are comma separated. The following is an example:
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| Field/Column Name | Description |
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| userId | The unique user id used for login. Required. The maximum length of a user id is 75 characters. Userids that contain single quotes are supported. |
| 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. |
| lastName | User's last name. |
| 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. |
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- Although csv files can be opened in other programs, they are best viewed through some kind of spreadsheet program. Here is the file when it is opened with Excel:
Notice the password column is blank.
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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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Click the button next to any user in the users list to edit that user. You can perform functions such as adding/removing roles, resetting paswords, configuring the Max Attachment size per user etc...The default size for attachments is 10485760 bytes.
The Reports To field is a ComboBox. Begin typing the userid of the person this user reports to and a list of matching users displays. Select the Role and Enabled field values from the Dropdown choices.
Disable Users
The superuser or tenant admin can disable a user. Disabling a user prevents that user from logging into the form server. If the user has the role frevvo.Designer (aka. was a designer user) the users' forms will become inaccessible to other users. Even if the forms were public users will get the error "This resource belongs to a disabled user". To disable a designer user but keep the form accessible, change the user's role from frevvo.designer to frevvo.readonly and set the Enabled dropdown back to true. In this case when the user tries to login they will get the error "Login is currently disabled".
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