Live Forms has a plugable security mechanism and offers a variety of Security Managers. If you use the Live Forms built-in security manager, a [[V4_Admin_Home_Page#Administration_Home_Page | tenant admin]] can create users and roles directly in your frevvo tenants. See the [[V4_Admin_Home_Page#Manage_Users | Manage Users  topic]] and the [[V4_Admin_Home_Page#Manage_Roles | Manage Roles topic]] for instructions on creating users and roles.

Live Forms also supports the [[V4_Working_with_LDAP | LDAP Security Manager]] that pulls users and groups from your external Active Directory or Open LDAP system; a Delegating Security Manager such as used by Confluence; and custom security managers. Refer to your security manager documentation for instructions for creating users and roles. Note that with LDAP Security Manager and Delegating Security Manager, Groups are the equivalent of Live Forms Roles.

Creating Roles

With Live Forms built-in security manager, a [[V4_Admin_Home_Page#Administration_Home_Page | tenant admin]] can create and manage roles directly in a tenant; roles are commonly used in work flows and for digital signatures. See the [[V4_Admin_Home_Page#Manage_Roles | Manage Roles topic]] for instructions on creating and managing roles.

With the LDAP Security Manager or Delegating Security Manager, groups are the equivalent of the roles created in tenants that use the built-in security manager. Please refer to the documentation for those security managers for information about creating users and groups (roles).

Creating Users

With frevvo's built-in security manager, a [[V4_Admin_Home_Page#Administration_Home_Page | tenant admin]] can create and manage users directly in a frevvo tenant. See the [[V4_Admin_Home_Page#Manage_Users | Manage Users  topic]] for instructions on creating and managing users.

With the LDAP Security Manager or Delegating Security Manager, users and groups (which are equivalent to frevvo roles) are defined outside of Live Forms.

Using Roles & Users

If you use LDAP Security Manager, please refer to your LDAP documentation, the [[V4_Working_with_LDAP | Working with LDAP]] page, and [[V4_Working_with_LDAP#Frevvo_and_LDAP_Use_Cases |  LDAP Use Cases]] for information about using roles and users.

If you use Delegating Security Manager for Confluence, see the Confluence documentation, [[V4_Confluence_Usage#Usage_Scenarios | Usage Scenarios]], and [[V4_Confluence_Usage#Using_Roles_.28Confluence_Groups.29 | Using Roles (Confluence Groups)]] for more information on roles and users.

Security Manager Configuration

frevvo has a built-in security manager that allows you to create users and roles directly in your frevvo tenant. Live Forms also supports a [[V4_Working_with_LDAP | LDAP Security Manager]] that pulls users and groups from your external Active Directory or Open LDAP system.