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 | 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.