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Creating a New Role
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Click
to create a new role. Type the role name and click Submit.Info - Role names can contain characters, numbers, hyphens
or an underscore (_) and cannot start with a number. Periods and spaces are not allowed. The maximum length for a role name is 16 characters. For example, a role named frevvo_reviewers meets the criteria but a role named frevvo.reviewers does not.
- If your tenant is configured to use the SAML Security Manager, manual updates to keep
in sync with your IDP are also required. Live Forms provides the ability to perform a bulk import of user data. Refer to CSV Upload of Users and Roles. Role names can be up to 100 characters when using the CSV UploadFrevvoproduct
- Role names can contain characters, numbers, hyphens
- Click to remove the role from the tenant.
Publisher Role and Live Forms 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
- Click the Access Control for the form or flow by clicking the icon.
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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. |