DocuPhase Forms latest - This documentation is for DocuPhase Forms v11.3. Not for you? Earlier documentation is available too.

Default Users and Roles

When you sign up for a free trial tenant, you can have frevvo create a default set of users and roles. This is just a sample organization. In practice, you will create your own users and roles or import them from Active Directory.

The following users are created:

Username

First/Last Name

Email

Role(s)

Reports to

Username

First/Last Name

Email

Role(s)

Reports to

admin

First/Last Name entered during trial signup

Email entered during trial signup

frevvo.Designer



designer

First/Last Name entered during trial signup

Email entered during trial signup

frevvo.Designer

jerry

jerry

Jerry Jones

Email entered during trial signup

Employee, Manager

jill

jill

Jill Jameson

Email entered during trial signup

Employee, Manager, VP



sue

Sue Smith

Email entered during trial signup

Employee, Finance, HR

jill

tom

Tom Tavarez

Email entered during trial signup

Employee

jerry

Before publishing forms/workflows to production, please see the Administrator Best Practices documentation. frevvo recommends that forms/workflows be created & tested by one/multiple designers in their own accounts. After the forms are designed/tested, they can be downloaded from the individual designer user accounts and uploaded to a generic production user account (ex: “production@<your tenant>" where the forms can be published and used by your end-users.