Page Comparison

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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• 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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Upon successful upload, you will see this message with the number of roles and users that were created: "Users Loaded successfully. 1 Added, 3 Updated, 0 Deleted, 1 Roles Added." 

Updating Users and Roles using a CSV file

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CSV Upload Considerations

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• The CSV upload can handle up to 1,000 rows in a given upload action. If you need to upload a large number of users, we recommend breaking them up into multiple CSVs of 1,000 users or fewer.
  • Return to the Manage Users page and click  Upload Users again after each successful upload operation.
• The "Reports To" column can only contain existing users. You should upload all of your users first, then re-upload the CSV(s) with the Reports To column filled.
• If you have a large number of users, the users list may display a user count of -1. This is a known issue we plan to resolve in a future release.

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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 and  Electronic Signatures for more information.

• Click  to log into 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 frevvo users that 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.  Signature images can be a max size of 64kb.

To upload a signature image for a user:

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• The default maximum size for attachments in the frevvo Cloud is 25 MB or 26214400 bytes. On Premise 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 from the dropdown, and add additional roles by using the green + icon. Remove roles using the red - icon.
• Disable a user by setting Enabled to false.
• To save changes, click Submit. To cancel changes, click "Return to Manage Users" at the top of the page.

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