/
Manage Tenants

frevvo v11.1 is no longer supported. Please visit the Documentation Directory for our current Cloud Release and other versions.

Manage Tenants

Jun 28, 2023

Manage Tenants

The superuser for frevvo in-house customers can add new tenants to your frevvo server using the Manage Tenants page.

  • Click 

    to add a new tenant.

  • Click 

    to display the Manage Tenant page. You use the links on this page to edit the tenant information and manage the tenant's roles, users, form and control categories, and production forms.

  • Click 

    to edit the tenant information. This link displays the same page as the Edit Tenant link on the Manage Tenant page.

  • Click

    to make a copy of the tenant.

  • Click 

    to remove the tenant from the server.


You cannot remove or copy the d (Default tenant).

Add Tenant

The superuser for in-house customers can use the Tenant page to add a new frevvo tenant . We recommend using lower case for the tenant name as the tenant name becomes part of your user's login names which are case sensitive.

To display the Tenant page, 

  • Login as the superuser admin. Enter admin@d as the userID and admin as the password (if you did not change it). Click Manage Tenants. 




  • Click 

    the plus icon to add a new tenant. 

  • Fill in the fields with the information for your new tenant.

  • Click the Submit button to save.

Here is a brief explanation of the fields:

  • Security Manager Class: Select a Security Manager Option from the following choices: 

  • Tenant ID - Enter the tenant Id in this field - The tenant id can contain characters, numbers, dot(.), hyphen (-) and the underscore. It cannot start with a number. A common practice is to use your domain name for the tenant id.

  • Tenant Name - Enter the name of the new tenant.

  • Tenant Description - Enter a description for the new tenant.

  • Password Strength - This feature only applies to the Default Security Manager. Tenant admins can set password strength requirements on the Create Tenant or Edit Tenant screens. There are four password strength options (Fair, Good, Strong, Very Strong) or the field can be left blank if you do not want to enforce password strength. Leaving this blank will still require minimum password length of 8 characters. When you change the password strength requirement, users whose passwords do not comply will automatically be prompted to change their password on their next login.

  • Max Concurrent Users - Leave this field blank if you do not want to set a maximum number of concurrent users. Concurrent Users are users that are logged into frevvo simultaneously. You will not see this field if your tenant is configured for the LDAP, SAML or AzureSecurity Managers.

  • Admin User Id - This is the tenant admin id. It can contain characters, numbers and the underscore. It cannot start with a number. The maximum length is 16 characters. This account is used as the built-in admin if you are using the LDAP, SAML or AzureSecurity Managers.

  • Admin User Password - This is the tenant admin password. Notice the text will appear as bullets as you type.

  • Reenter the Admin User Password - Reenter  the tenant admin password. frevvo will display an error message, "Invalid Value" if what you type in this field does not match the contents of the Admin User Password field. This is one way to change the password for the built-in admin if you are using the LDAP, SAML or Azure Security Managers.

  • Change password on next login - Tenant Admins can expire passwords by checking this field. The tenant admin will be prompted to change their password the next time they login.

  • Admin User Email Address - Enter the Email Address for the user id specified in the Admin User Id (built-in admin) field. The tenant admin receives an email with a link if they use the frevvo Forget Password? feature to reset their password.

Set Up the Business Calendar for your tenant

The superuser or tenant admin can set up the Business Calendar for your tenant. frevvo will then use the calendar information when calculating an escalation deadline for workflow steps and to determine the date/time for notification/reassign emails if they are configured. A tenant can only have one Business Calendar.

In the Business Calendar section of the Add/Edit Tenant screen:

  1. Select the timezone for your tenant from the dropdown. Escalation emails will display dates/times based on the selected timezone.

  2. Specify the working hours by entering a value in the Day Starts At and Day Ends At fields. The start and end hours are based on a 24 hr clock. Valid values are 0 - 23. 

  3. Check the weekend days for your tenant.

  4. List the company holidays for the current year. You can specify holidays for future years as well.

The Business Calendar makes it very simple to configure workflow escalations based on a 5 - day work week.  Once the calendar is set up, simply check the Business Calendar checkbox on the escalation condition in your workflow.

It is no longer necessary to use a rule to Calculate a Date based on a five day work week.

Configure HTTP Authorization Credentials

frevvo offers a user interface to specify credentials to external secure web services that are accessed by the forms/workflows in your tenant.  For example, if you have a rule that connects to a web service or a Form/Doc action that posts to a web service that is not publicly accessible, credentials can be configured for the services in each of your tenants.

The specification of http credentials for in-house customers was previously supported globally and configured in the httpclient-auth.properties file. This method is no longer used.  In-house customers using this file for HTTP authentication should read the Migration Considerations before upgrading.

To configure http security credentials at the tenant level, follow these steps:

  1. The Http Auth Credentials section is at the bottom of the Edit/Add tenant screens and is initially collapsed. Click the

    icon to expand it.

  2. Enter the scheme from the dropdown. The admin may enter multiple credentials by clicking the

    icon. Each should be for a unique scheme/host/port/realm. The supported options are:

    1. Basic - a common HTTP Authentication protocol that  assumes that client credentials consist of a username and a password where the latter is a secret known only to you and the server

    2. NTLM - a Windows network authentication protocol that allows a client to prove its identity without sending a password to the server.

  3. Scheme, host, user name and password are required.

  4. Port is optional and may be left blank. Either blank or -1 equates to any port and the system will alter blank to be -1.

  5. All fields are specified in plain text and not encoded in any way.

  6. Domain is only generally used for NTLM.



Configuring the SharePoint Connector

Store submissions and metadata on a registered SharePoint website using the frevvo SharePoint Connector and wizard. The configuration information is discussed in the SharePoint Connector topic

Configuring the LDAP/Active Directory Security Manager

Creating/editing the LDAP tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to this documentation for configuration details and here for some troubleshooting tips.