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Use the Manage Roles page to create roles for form users; roles are commonly used in work flows and for digital signatures. An admin user can create and delete roles for a tenant. Click the Manage Roles link to display the list of roles.

The following roles are special and cannot be deleted:

  • frevvo.Designer - This role gives a user the permission to design forms
  • frevvo.Editor - This role gives a user the permission to edit other user's forms (currently only supported from the frevvo-Confluence add-on).
  • frevvo.Publisher - This role gives a user the permission to go to the home page of every frevvo.Designer user and upload (publish) applications. A user with this role can also change visibility / ACL permissions.
  • frevvo.ReadOnly - This roles disables login permission for the user. The forms in their account remain usable. This role should be used  when a designer user leaves your organization. In that case, you want to disable the login, but not the forms/flows that are owned by this user because they are still being used.
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Creating a New Role

Info
  • Users can be assigned more than one role. Be aware that if a user is assigned the frevvo.Designer and frevvo.Publisher roles, the frevvo.Publisher role takes precedence.
  • If you use LDAP or a delegating security manager (Confluence) to define your  users and their roles or groups, you do not see the New Role icon on the Manage Roles page.

  • Click to create a new role. Type the role name and click Submit.

    Info
    • Role names can contain characters, numbers, hyphens (minus) or an underscore (_) and cannot start with a number. Periods and spaces are not allowed. Max The maximum length for a role name is 16 characters. For example, a role named frevvo_reviewers meets the criteria but a role named frevvo.reviewers does not.
    • If your tenant is configured to use the SAML Security Manager, manual updates to keep in sync with your IDP are also required. Live Forms provides the ability to perform a bulk import of user data. Refer to CSV Upload of Users and Roles. Role names can be up to 100 characters when using the CSV Upload
  • Click to remove the role from the tenant.

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The frevvo.Publisher role plays an important part when following Best Practice to move forms/flows from your development system to your production system. It is recommended that you create a generic user account that has the frevvo.designer role on your production tenant to which you publish all forms/flows. Users with the frevvo.Publisher role, have permission to upload new versions of your applications to your production generic account.

 When a user assigned the frevvo.publisher role logs in, a list of all designer users in your tenant (frevvo.designer role) displays.

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