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- Select the timezone for your tenant from the dropdown. Escalation emails will display dates/times based on the selected timezone.
- 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.
- Check the weekend days for your tenant.
- List the company holidays for the current year. You can specify holidays for future years as well.
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Configuring the LDAP/Active Directory Security Manager
Creating/editing the LDAP tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to this documentation for configuration details and here for some troubleshooting tips.
Configuring the LDAP Container Security Manager
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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
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Changes to the HTTP Authentication Credentials can be made by expanding the section:
Tenant from Email Address
The email address entered in this section is used as the from email address for email notifications and doc action emails for forms and workflows in the tenant. If you want to setup the email address with a user friendly name, enter the text in the Display Name field. You can specify a different from email address for Document Action and Activity Document action emails by entering a valid email address in the from field in both wizards. The values in these fields overrides the address entered on the Edit Tenant screen.
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A user designing a form, viewing their task list, or using a form to enter values and submit has a certain number of minutes to complete the activity. This time limit is call the Session Timeout. By default the session will expire after 480 30 minutes of inactivity. When the session expires a designer user will have to re-login to to continue designing forms and users filling forms will have to get new form instance and re-enter the values. The tenant admin can override the default session timeout hereby entering a different value in the Session Timeout field. See Session Timeout topic in the Installation & Configuration Guide for full details.
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- Click the Manage Roles link.
- You will see several pre-created roles: frevvo.Designer, frevvo.Editor, frevvo.Publisher, frevvo.ReadOnly.
- Click the icon, fill in the form and submit it to create new roles e.g. Employee or Manager.
- Click the Back to Manage Tenant link.
- Next click the Manage Users link.
- 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 Online you will see two users – the administrative user and the designer username you specified when you signed up for your trial SaaS account.
- 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.
- The new user will be created. Create as many users and assign them roles as needed.
- 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.
- 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.
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