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Create new tenant users on the Manage Users page.
Click add new user icon at the top of the user list.
User names can contain characters, numbers, dot (.), hyphen (-) and the underscore (_) and cannot start with a number. Max length is 50 characters.
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 and Enabled field values from the Dropdown choices.
You can add additional tenant admins by click the icon. This creates a new user with the special permission required to login and manage the tenant. You cannot add this special tenant admin to an existing user. This is the only way to to grant this special tenant admin permission.
If you want to disable a tenant admin, edit that user by clicking the button and add the frevvo.ReadOnly role. You can also delete all tenant admin except the initial tenant admin created while creating the tenant. One common case is that you need to remove admin access to a person who initially had that permission via the initial tenant admin. To do this:
There is also a short-cut to edit the initial tenant admin – click the button above the alphabet list to go directly to the initial tenant admin's edit page. You can also distinguish the initial tenant admin from non-admins because the initial tenant admin cannot be deleted so it does not have the button. If you added additional tenant admins, the user list does not make it readily apparent that a user has that special admin access permission. Currently the way to distinguish an admin is click on each user's button and see if the user has the Manage Tenant functions.
customers that have a large number of users with assigned roles, may need to import these (userids/roles) into . provides the ability to perform a bulk import of user data.
Only tenant admins may import user data and associated roles. The upload/download users links are available for tenants using all security managers. This feature is useful when creating/migrating a tenant that uses the LDAP or SAML Security managers.
The first row contains the column names. Descriptions of the field/column names in the file are listed in the table:
Field/Column Name | Description |
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userId | The unique user id used for login. Required |
tenant | The tenant identifier is optional. If not supplied, it defaults to the current tenant. Attempts to upload users for another tenant shows a validation error. |
password | For newly inserted users, the plain text password. Always blank on download. Default passwords should be provided especially if you are using a tenant configured with the SAML Security Manager. If you are using the Default Security Manager, users can then be instructed to change the password on first login using the Manage Personal Information option. |
firstName | User's first name. |
lastName | User's last name. |
User's email address. Required | |
enabled | Set to 'true' to enable the user |
reportsTo | The userId of the user that the user reports to, if any. |
roles | A list of the user's roles, separated by the '|' character. Roles are inserted as necessary. Spaces are not allowed in role names. Role names cannot contain more than 100 characters. |
transaction | Either blank or 'DELETE'. If DELETE then the user will be removed. Otherwise, the user is updated if it exists or inserted as necessary. |
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Notice the password column is blank.
Downloading the user csv file will provide you with the format needed to import users and their associated roles into . Once you have your csv file ready, follow these steps to upload it:
Make sure you are logged in as the tenant admin. Click the Manage Users link.
If the users.csv file will not pass validation because passwords are required, it is recommended that you provide a default password. This is mandatory if you are using a tenant with the SAML Security Manager. If you are using the Default Security Manager, users can then be instructed to change the password on first login using the Manage Personal Information option. |
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".
Once your csv file has been uploaded, it is very easy to update User and Role information. It is not necessary to reload your entire csv file every time you need to make changes. Simply create a csv file, with the proper format, that contains only the information that you want to change.
Existing users will be updated with the new information if you upload modified versions of your csv file.
For example, let's say you have 19 users in your tenant. You want to change the last name of an existing user, and add a new user (Pat) who will have the new role of (Coordinator).
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If the csv file contains a name that is different from the current tenant, a validation error message displays. Upload the file again with the tenant field empty.
If there are spaces in the role names in your csv file, the message "role [the name of the role that contains the space for example: V P] - format not permitted (must start with a letter or _, max 16 chars from the set: a-zA-Z0-9_- ). Remove the spaces then upload the file again.
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 to upload a signature image file that will be applied to all forms/flows this user signs in place of his or her first and last name. Refer to Signature Images and Electronic Signatures for more information.
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. |
The superuser admin, whose username is "admin" can add new superusers to the special d (default tenant). Note to login as the superuser enter the username admin@d (admin is the username and @d specifies the special default tenant). New Users added to the default tenant automatically become new superusers. This allows you to name additional superusers and then if you want you can disable the built-in superuser. To disable the build-it superuser named "admin" click the button above the alphabet 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.
The tenant admin can add/manage signature images for users that is applied to all forms/flows this user signs in place of his or her first and last name.
To upload a signature image for a user:
If uploaded signatures do not display properly, try to open the image with the browser (Open With for Windows) off the filesystem. The signature image may have errors. |
Click the button next to any user in the users list to edit that user. You can perform functions such as adding/removing roles, resetting paswords, configuring the Max Attachment size per user etc...The default maximum size for attachments in the frevvo Cloud is 20 MB or 20971520 bytes. In-house customers can use the frevvo.attachment.maxsize property in the <frevvo-home>\tomcat\frevvo-config.properties file to specify the maximum attachment size.
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 and Enabled field values from the Dropdown choices.
There are three places to set the maximum size of attachments in .
The value of the Max size property of individual Upload controls overrides the value per user which overrides the max size property on the server level. All values must be specified in bytes. If a maximum file size is specified at the server level, the values in the user profile Max Attachment Size field and the Upload Control Max Size property cannot exceed the server max size.
The superuser or tenant admin can disable a user. Disabling a user prevents that user from logging into the form server. If the user has 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".