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 frevvo user list. To the right of each user name are icons described below.

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1. Complete the new user form. 

2. 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.

3. 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.
4. Assign roles to the user. NOTE: Assign the special role frevvo.Designer to any user who needs permission to create forms and workflows.
5. You can assign multiple roles to any user by clicking the "+" icon
6. Assign a reports to for any user who needs to route a form they fill in to their manager. For example a PTO request.
7. 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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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 at the top of the user list to add a new tenant admin user.
• Click to display that user's home page.
• Click to edit that user's management functions.

• Click to upload a signature image file that will be applied to all forms/workflows this user signs in place of his or her first and last name. Refer to Signature Images SignatureImages and  Electronic Signatures for more information.

• Click  to log into  as frevvo as that user.
• Click to edit a user's profile including password, e-mail address, max upload attachment size, disable the user.
• Click  to remove a user from the server.

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The tenant admin can add/manage signature images for users 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 20 MB or 20971520 bytes. In-house 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 frevvo.

1. 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 20 MB. Uploading attachments greater than this value shows this error message:
   
   
   
   
2. The tenant admin can set the maximum file size per user EditUsers 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:
   
   
   
   
3. 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 in-house 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 ManagePersonalInformation 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 1063038273 EditAdminUsers screen.Manage Users

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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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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 spaces, you can add a link to this screen to the space menu.