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Table of Contents

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

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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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Tip
  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.
  • The warning messages "Update of user failed"  or "Users Loaded successfully with some issues. See detailed results for details." is no longer displayed if users in the csv file you are uploading do not have any roles assigned to them. 
  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

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The tenant admin can add/manage signature images for frevvo users that is are applied to all forms/workflows this user signs in place of his or her first and last name. Signature images are supported in the Default Security Manager only at this time. 

To upload a signature image for a user:

  1. Click the add signature icon. The Manage Signature for ,userid> <userid> screen displays.



  2. Browse to the location of the signature image file and select it.
  3. Click the Upload/Delete button. A successful upload displays for the userid



  4. To delete an existing signature file, check the Delete Signature checkbox then the Upload/Delete button.

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