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Manage Roles

Use the Manage Roles page to create roles for form users; roles are commonly used in work flows and for digital signatures. An admin user can create and delete roles for a tenant. Click the Manage Roles link to display the list of roles.

The following roles are special and cannot be deleted:

  • frevvo.Designer - This role gives a user the permission to design forms
  • frevvo.Editor - This role gives a user the permission to edit other user's forms (currently only supported from the frevvo-Confluence add-on).
  • frevvo.Publisher - This role gives a user the permission to go to the home page of every frevvo.Designer user and upload (publish) applications. A user with this role can also change visibility / ACL permissions.
  • frevvo.ReadOnly - This roles disables login permission for the user. The forms in their account remain usable. This role should be used  when a designer user leaves your organization. In that case,  you want to disable the login, but all the forms that are owned by this user are still being used.

  • Click to create a new role. Type the role name and click Submit. Do not use spaces when creating roles.
  • Click to remove the role from the tenant.

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 Role icon on the Manage Roles page.