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A tenant admin uses the Manage Users page to add new users, delete users, edit the properties of existing users and download/upload a csv file containing user data. Click the Manage Users link to display the user the frevvo user list. To the right of each user name are icons described below.
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- Complete the new user form.
User names can contain characters, numbers, dot (.), hyphen (-) and the underscore (_). User names can only be started with a character, number or underscore (_) as the first first character. Max length is 50 characters.
- Change Password on Next Login is checked by default. recommends frevvo recommends keeping this checked for best security practices. Users will be prompted to enter a new password that meets strength requirements on their first login.
- 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
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CSV Upload of Users and Roles
customers frevvo customers that have a large number of users with assigned roles, may need to import these (userids/roles) into frevvo. provides frevvo provides the ability to perform a bulk import of user data.
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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:
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Downloading the user csv file will provide you with the format needed to import users and their associated roles into frevvo. Once you have your csv file ready, follow these steps to upload it:
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The image shows the result of a validation that resulted in errors. User data cannot be uploaded until the errors are corrected. The table showing the validation data is scrollable vertically when loading a large csv file. 
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notifyIfNewUser determines when a password reset notification is sent to a user.
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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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CSV Upload Considerations
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- Click
at the top of the user list to add a new user.
- Click
- Click
- Click
Click
- Click
- Click
- Click
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If you use LDAP or a delegating or custom security manager to define your users your frevvo users and their roles or groups, you do not see the New User icon on the Manage Users page. |
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The tenant admin can add/manage signature images for frevvo users that is applied to all forms/workflows this user signs in place of his or her first and last name.
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- The default maximum size for attachments in the frevvo Cloud is 25 MB or 26214400 bytes. On Premise customers can use the frevvo.attachment.maxsize property to configure the maximum size for attachments.
- 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 DisableUsersfield values from the Dropdown choices.
- To save changes, click Submit. To cancel changes, click "Return to Manage Users" at the top of the page.
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There are three places to set the maximum size of attachments in in frevvo.
- The server frevvo server can be configured with a configuration property to specify the maximum size for attachments. The upper limit for attachments in the frevvo Cloud is 25 MB. Uploading attachments greater than this value shows this error message:
- The tenant admin can set the maximum file size per user by editing their profile. Add the value in bytes to the Max Attachment Size field on the Edit User screen.
The value in this field overrides the max size value configured on the server level, as long as it does not exceed that value. For example, if the Server was set for 20 MB and the user profile was configured for 15 MB, the user sees this error message when trying to upload a 30 MB attachment:
- Designers can specify the max file size per the Max Size property of individual Upload Controls. The image shows a 5 MB Max Size property specified for an Upload Control.
If a user uploads a file larger than 5 MB to this control, they will see this error
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Users can also click "Forgot Password" on the login screen to reset their own password. Passwords for tenant admins and the superuser (admin@d) for On Premise installations can also be changed using this procedure. Remember, the user must have an email address configured in for frevvo for this method to work.
Logged in users can change their password using the Manage Personal Information link under My Account on the top right of the screen. Tenant and server admins can change their passwords by clicking on the icon from the Edit Admin Users screen.
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Password reset notifications sent via csv User upload and/or the Forgot Password process will expire after 24 hours. If the 24-hour window is exceeded, users can use the Forgot Password process to reset their password. |
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You can delete users from the Manage Users page by clicking the
Remove User icon beside their name, or you can delete users using the CSV Upload method by entering DELETE into the transaction column for the user(s). However, recommends frevvo recommends using caution with this process. Here are some best practices to keep in mind.
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Avoid deleting users with the frevvo.Designer role. If a designer user has resources such as forms, workflows, scripts, spacesportals, etc. those will also be deleted, including submissions, when the user is deleted. If you must delete a designer user, you can download their resources and upload them to another designer user. In this case, you will not be able to move submissions. You will also need to update any published share links to those resources.
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Designers will also see a link to Manage Production Forms here so the designer can easily manage their account from this screen.
If you are using spacesusing frevvo portals, you can add a link to this screen to the space portal menu.