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- Complete the new user form
- 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 they fill to their manager. For example a PTO request.
- Submit the form
Add Tenant Admin
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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.
Edit Admin Users
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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".