frevvo v9 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.
Manage Roles
Creating a New Role
Users can be assigned more than one role. Be aware that if a user is assigned the frevvo.Designer and frevvo.Publisher roles, the frevvo.Publisher role takes precedence.
If you use LDAP or a delegating security manager (Confluence) to define your
users and their roles or groups, you do not see the New Role icon
on the Manage Roles page.
Click to create a new role. Type the role name and click Submit.
Click
to remove the role from the tenant.
Publisher Role and frevvo Best Practice
The frevvo.Publisher role plays an important part when following Best Practice to move forms/flows from your development system to your production system. It is recommended that you create a generic user account that has the frevvo.designer role on your production tenant to which you publish all forms/flows. Users with the frevvo.Publisher role have permission to upload new versions of your applications to your production generic account.
When a user assigned the frevvo.publisher role logs in, a list of all designer users in your tenant (frevvo.designer role) displays.
Click ALL to list all the users that have the role of frevvo.designer.
Click the
icon to navigate to the Home Page of the designer user. The publisher user can then upload applications to this account by clicking Upload. See Administrator Best Practices for details on the use of the frevvo.publisher role in moving forms/flows into production.
Click the
Edit icon, then click the Forms or Flow Tab. The publisher user can specify Access Control for the form or flow by clicking the
icon.
If the frevvo.Publisher user also has the role of frevvo.designer, they will see the list of designer users and not the designer's Home Page when they log in.