- Complete the new user form.
User names can contain characters, numbers, dot (.), hyphen (-) and the underscore (_) and cannot start with a number. Max length is 75 characters. Userids that contain single quotes are supported.
- Assign roles to the user. NOTE: Assign the special role frevvo.Designer to any user who needs permission to create forms and workflows.
- You can assign multiple roles to any user by clicking the "+" icon
- Assign a reports to for any user who needs to route a workflow step they fill in to their manager. For example a PTO request.
- Submit the form
The Reports To field is a ComboBox. Begin typing the userid of the person this user reports to and a list of matching users displays. Select the Role and Enabled field values from the Dropdown choices.
Add Tenant Admin
You can add additional tenant admins by click theicon. This creates a new user with the special permission required to login and manage the tenant. You cannot add this special tenant admin to an existing user. This is the only way to to grant this special tenant admin permission.
Click the button next to any user in the users list to edit that user. You can perform functions such as adding/removing roles, resetting paswords, configuring the Max Attachment size per user etc...The default size for attachments is 10485760 bytes.
The Reports To field is is a ComboBox. Begin typing the userid of the person this user reports to and a list of matching users displays. Select the Role and Enabled field values from the Dropdown choices.