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A tenant admin uses the Manage Users page to add new users, delete users, and edit the properties of existing users. Click the Manage Users link to display the  user list. To the right of each user name are icons described below.

If you are logged in as the superuser admin you must first click the Manage Tenants link to display the list of tenants. Then click the button to manage users/roles for the desired tenant. Then click the Manage Users link.

 On this page:

Add New User

Create new tenant users on the Manage Users page.

 

Click  at the top of the user list to add a new user.

  1. Complete the new user form
  2. Assign roles to the user. NOTE: Assign the special role frevvo.designer to any user who needs permission to create forms and workflows.
  3. You can assign multiple roles to any user by clicking the "+" icon
  4. Assign a reports too for any user who needs to route a form they fill to their manager. For example a PTO request.
  5. Submit the form

 

 

View User List 

 Click on a capital letter (A to Z) to display a list of users whose name begins with that letter. Click All to display all current users.

  • 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 this user signs in place of his or her first and last name. See Digital Signatures for details.
  • Click to log into  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.

If you use LDAP or a delegating or custom security manager to define your  users and their roles or groups, you do not see the New User icon on the Manage Users page.

You should not assign any roles (such as Manager, Supervisor, etc.) to a tenant admin user, as this can adversely affect the execution of tasks and activities in work flows. A tenant admin with roles may be accidentally assigned a task actually intended for other non-admin users who have the same role, and the tenant admin could perform the task and thereby disrupt or compromise the work flow or its data.

 

Adding Superusers 

The superuser admin can add new superusers to the special d (default tenant). New Users added to the default tenat automatically become new superusers. This allows you to name additional superusers and then if you want you can disable the built-in superuser named "admin". To disable the build-it superuser named "admin" click the button above the alpabet list. This brings you directly to the build-in superuser admin's edit page, or you can click the  icon to the right of the admin name in the user list. Set the Enabled dropdown to false. This will prevent further logins by the built-in superuser named "admin". Note you cannot delete the built-in superuser named "admin". You can however delete any additional admin user you have created.

Disable Users

The superuser or tenant admin can disable a user. Disabling a user prevents that user from logging into the form server. If the user was had the role frevvo.designer (aka. was a designer user) the users' forms will become inaccessible to other users. Even if the forms were public users will get the error "This resource belongs to a disabled user". To disable a designer user but keep the form accessible, change the user's role from frevvo.designer to frevvo.readonly and set the Enabled dropdown back to true. In this case when the user tries to login they will get the error "Login is currently disabled".

 To disable a user click the  icon to the right of the user's name in the user list. Set the Enabled dropdown to false. If this user is already logged into the form server they will be able to continue using the form server until they logout. At that point future logins will be blocked with the error "Your account is disabled". 

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