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 is a multi-tenant application. Tenants allow you to segregate groups of users and roles. Users from one tenant cannot access users in any other tenant. Note: this does not apply to public forms/flow which do not require login access to a tenant.

The  In-house superuser admin can create as many tenants on your form server as needed. Once the superuser admin creates the tenant, the tenant admin user can then login to manage the tenant, configure LDAP, add users & roles, etc. See the Admin Home Page for differences between the superuser admin and tenant admin. 

Info

trial tenants in the cloud are initially configured with the frevvo Default security Manager. Once you have purchased your license, you can switch the Security Manager of your tenant and retain existing forms/flows, users, roles and submissions.

Tenants using the Default Security Manager can be migrated to:

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

Tenants using the LDAP Security Manager can migrate to:

  • LDAP → SAML
  • LDAP → Azure SAML

If you want to switch the security manager of your tenant, cloud customers should contact sales@frevvo.com to initiate the procedure.

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Configure HTTP Authorization Credentials

Live forms frevvo offers a user interface to specify credentials to external secure web services that are accessed by the forms/flows in your tenant.  For example, if you have a rule that connects to a web service or a Form/Doc action that posts to a web service that is not publicly accessible, credentials can be configured for the services in each of your tenants.

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Configuring the SharePoint Connector

Store submissions and metadata on a registered SharePoint website using the frevvo SharePoint Connector and wizard. The configuration information is discussed in the SharePoint Connector topic

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 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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  • Admin User Id - This is the tenant admin id. It can contain characters, numbers and the underscore. It cannot start with a number. The maximum length is 16 characters. This account is used as the built-in admin if you are using the LDAP, SAML or Azure Security Managers.
  • Admin User Password - This is the tenant admin password. Notice the text will appear as bullets as you type.
  • Reenter the Admin User Password - Reenter  the tenant admin password.  will display an error message, "Invalid Value" if what you type in this field does not match the contents of the Admin User Password field. This is one way to change the password for the built-in admin if you are using the LDAP, SAML or Azure Security Managers.
  • Change password on next login - Tenant Admins can expire passwords by checking this field. The tenant admin will be prompted to change their password the next time they login.

  • Enter the Email Address for the user id specified in the Admin User Id (built-in admin) field. The tenant admin receives an email with a link if they use the  Forget Password? feature to reset their password.

Built-in Admin for LDAP, Azure and SAML Security Manager tenants

A Tenant admin can login directly to Live Forms frevvo or login with a user id who has been given tenant admin permissions in your Active Directory. Tenants using the LDAP(s) Security Manager now have the ability to configure a built-in admin account. This was not possible for this Security Manager in previous releases.

When you create a new tenant, you are prompted to set up a tenant admin user id, password and email address. This tenant admin does not authenticate via your LDAP IDP. It only exists in Live Formsfrevvo. If you experience an issue with your LDAP configuration such that you can't login as an Active Directory authenticated user, use this account provides  to login to your tenant as a tenant admin in order to fix your configuration issue. The built-in admin is able to access the tenant admin functions if your LDAP Server should become inaccessible. Only one built-in tenant admin account is supported.

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