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Use the Manage Roles page to create roles for form users; roles are commonly used in workflows 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.Publisher - This role gives a user the permission to go to the home page of every frevvo.Designer user and upload (publish) projects. A user with this role can also change Access Control (visibility) 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/workflows that are owned by this user because they are still being used.
- frevvo.Reports - This role enables any user (except those with roles frevvo.Publisher and frevvo.ReadOnly) to view operational reports.
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Creating a New Role
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- 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 to define your frevvo users and their roles or groups, you do not see the New Role icon on the Manage Roles page.
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The frevvo.Publisher role plays an important part when following Best Practice to move forms/workflows 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/workflows. Users with the frevvo.Publisher role have permission to upload new versions of your projects 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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