...

The superuser for in-house customers can add new tenants to your  server using the Manage Tenants page.

• Click Image Removed Click Image Added to add a new tenant.
• Click  to display the Manage Tenant page. You use the links on this page to edit the tenant information and manage the tenant's roles, users, form and control categories, and production forms.
• Click Click  to edit the tenant information. This link displays the same page as the Edit Tenant link on the Manage Tenant page.
• Click to make a copy of the tenant.
• Click Click  to remove the tenant from the server.

...

• Login as the superuser admin. Enter admin@d as the userID and admin as the password (if you did not change it). Click Manage Tenants. 
  
  
  
  
• Click Image Removed the Image Added the plus icon to add a new tenant. 
• Fill in the fields with the information for your new tenant.
• Click the Submit button to save.

...

1. Select the timezone for your tenant from the dropdownthe dropdown. Escalation emails will display dates/times based on the selected timezone.
2. Specify the working hours by entering a value in the Day Starts At and Day Ends At fields. The start and end hours are based on a 24 hr clock. Valid values are 0 - 23. 
3. Check the weekend days for your tenant.
4. List the company holidays for the current year. You can specify holidays for future years as well.

...

The specification of http credentials for in-house customers was previously supported globally and configured in the httpclient-auth.properties file. This method is no longer used.  In-house customers using this file for HTTP authentication should read the Migration Considerations before upgrading to Live Forms v6.3.

To configure http security credentials at the tenant level, follow these steps:

1. The Http Auth Credentials section is at the bottom of the Edit/Add tenant screens and is initially collapsed. Click the the icon to expand it.
2. Enter the scheme from the dropdown. The admin may enter multiple credentials by clicking the icon. Each should be for a unique scheme/host/port/realm. The supported options are:

   1. Basic - a common HTTP Authentication protocol that  assumes that client credentials consist of a username and a password where the latter is a secret known only to you and the server

   2. NTLM - a Windows network authentication protocol that allows a client to prove its identity without sending a password to the server.

3. Scheme, host, user name and password are required.

4. Port is optional and may be left blank. Either blank or -1 equates to any port and the system will alter blank to be -1.

5. All fields are specified in plain text and not encoded in any way.

6. Domain is only generally used for NTLM.

...

Configuring the SAML Security Manager

Creating/editing the SAML tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to the SAML Security Manager topic for the details.

Configuring the Azure SAML Security Manager

...

• If logged in as a tenant admin click Edit Tenant.
• If logged in as a superuser admin click Manage Tenants  and then click click  for the tenant you want to edit.

...

• Default Security Manager → LDAP
• Default Security Manager → SAML
• Default Security Manager →  Azure SAML
• LDAP → SAML
• LDAP → Azure SAMLSAML → Azure SAML

Click the the  button to see details about a field. Click Submit to save your changes. The message "Tenant updated successfully" will display.

...

Edit LDAP Properties

Edit SAML Properties

Edit Azure SAML Properties

...

...

Edit the Business Calendar

...

Tenant Setup

To setup your tenant, first login to your new tenant as the tenant admin. The tenant admin can add users to the tenant. You need to add at least one designer user in order to begin creating forms.

...

1. Click the Manage Roles link.
2. You will see several pre-created roles: frevvo.Designer, frevvo.Editor, frevvo.Publisher, frevvo.ReadOnly.
3. Click the the  icon, fill in the form and submit it to create new roles e.g. Employee or Manager.
4. Click the Back to Manage Tenant link.
5. Next click the Manage Users link.
6. For  In-house you will see a single user – the administrative user you defined when you created the tenant. Note that you will have to click the link to display All users. By default, only users beginning with the later A are displayed. For  Onlne you will see two users – the administrative user and the designer username you specified when you signed up for your trial SaaS account.
7. To create a new user with permissions to create forms, click the  icon, fill in the form and select the role frevvo.designer. If you do not select this role then this new user will not be able to create forms but will only be able to use forms created by others.
8. The new user will be created. Create as many users and assign them roles as needed.
9. Logout of the tenant admin account and login as one of the newly created users with the frevvo.Designer role and start building forms and workflows.
10. Note that you must login using either the syntax: userid@tenant for the user name. For example, if the newly created tenant was named example.com then all users in that tenant must login using the ID: user@example.com. If you prefer to enter the username and tenant name in their own login page input fields, the configuration parameter, frevvo.login.show.tenant, can be modified to display the tenant name input field.  

...