| Section | ||||||||
|---|---|---|---|---|---|---|---|---|
|
...
- 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 characters.
- 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 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.
...
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".
...
| Tip |
|---|
|
...
- Click
at the top of the user list to add a new user.
- Click
- Click
- Click
Click
- Click
- Click
- Click
...
The superuser admin, whose username is "admin" can add new superusers to the special d (default tenant). Note to login as the superuser enter the username admin@d (admin is the username and @d specifies the special default tenant). New Users added to the default tenant automatically become new superusers. This allows you to name additional superusers and then if you want you can disable the built-in superuser. To disable the build-it superuser named "admin" click the button above the alphabet list. This brings you directly to the build-in superuser admin's edit page, or you can click the
icon to the right of the admin name in the user list. Set the Enabled dropdown to false. This will prevent further logins by the built-in superuser named "admin". Note you cannot delete the built-in superuser named "admin". You can however delete any additional admin user you have created.
Adding a Signature
Signature Images
The tenant admin can add/manage signature images for users that is applied to all forms/flows this user signs in place of his or her first and last name.
To upload a signature image for a user:
- Click the
- Browse to the location of the signature image file and select it.
- Click the Upload/Delete button. A successful upload displays for the userid
- To delete an existing signature file, check the Delete Signature checkbox then the Upload/Delete button.
| Tip |
|---|
If uploaded signatures do not display properly, try to open the image with the browser (Open With for Windows) off the filesystem. The signature image may have errors. |
...
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".
...