A tenant admin uses the Manage Users page to add new users, delete users, edit the properties of existing users and download/upload a csv file containing user data. Click the Manage Users link to display the  user list. To the right of each user name are icons described below.

If you are logged in as the superuser admin you must first click the Manage Tenants link to display the list of tenants. Then click the button to manage users/roles for the desired tenant. Then click the Manage Users link.

 On this page:

 

Add New User

Create new tenant users on the Manage Users page.

Click add new user icon at the top of the user list.

  1. Complete the new user form. 
  2. User names can contain characters, numbers, dot (.), hyphen (-) and the underscore (_) and cannot start with a number. Max length is 50 characters.

  3. Assign roles to the user. NOTE: Assign the special role frevvo.Designer to any user who needs permission to create forms and workflows.
  4. You can assign multiple roles to any user by clicking the "+" icon
  5. Assign a reports to for any user who needs to route a form they fill in to their manager. For example a PTO request.
  6. 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 clicking the icon. This creates a new user with the special permission required to login and manage the tenant. You cannot add this special tenant admin role to an existing user. This is the only way to to grant this special tenant admin permission.  


If you want to disable a tenant admin, edit that user by clicking the button and add the frevvo.ReadOnly role. You can also delete all tenant admins except the initial tenant admin. The initial tenant admin is created when you create the tenant. One common case is that you need to remove admin access to a person who initially had that permission via the initial tenant admin. To do this:

  1. Create a new tenant admin
  2. Edit the original tenant admin and add the role frevvo.ReadOnly

Edit Admin Users 

There is also a short-cut to edit the initial tenant admin – click the button above the alphabet list to go directly to the initial tenant admin's edit page. You can also distinguish the initial tenant admin from non-admins because the initial tenant admin cannot be deleted so it does not have the  button. If you added additional tenant admins, the user list does not make it readily apparent that a user has that special admin access permission. Currently the way to distinguish an admin is click on each user's button and see if the user has the Manage Tenant functions. 

CSV Upload of Users and Roles

customers that have a large number of users with assigned roles, may need to import these (userids/roles) into . provides the ability to perform a bulk import of user data.

Only tenant admins may import user data and associated roles. The upload/download users links are available for tenants using all security managers. This feature is useful when creating/migrating a tenant that uses the LDAP or SAML Security managers.

Download Users and Roles

The first row contains the column names. Descriptions of the field/column names in the file are listed in the table:

Field/Column NameDescription
userIdThe unique user id used for login. Required
tenantThe tenant identifier is optional. If not supplied, it defaults to the current tenant. Attempts to upload users for another tenant shows a validation error.
passwordFor newly inserted users, the plain text password. Always blank on download. Default passwords should be provided especially if you are using a tenant configured with the SAML Security Manager. If you are using the Default Security Manager, users can then be instructed to change the password on first login using the Manage Personal Information option.
firstNameUser's first name.
lastNameUser's last name.
emailUser's email address. Required
enabledSet to 'true' to enable the user
reportsToThe userId of the user that the user reports to, if any.
rolesA list of the user's roles, separated by the '|' character. Roles are inserted as necessary. Spaces are not allowed in role names. Role names cannot contain more than 100 characters.
transactionEither blank or 'DELETE'. If DELETE then the user will be removed. Otherwise, the user is updated if it exists or inserted as necessary.
  • To include a ',' (comma) in a field, escape it with a leading '\' character. To include a '|' (bar) in a role name, escape it with a leading '\' char.
  • To delete a user, enter DELETE into the transaction column of the file for that user. The user id and tenant fields are required for successful deletion. The message "Attempting to delete non-existing userId. It will be ignored." displays if the user id does not exist.
  • To delete all roles for a user, leave the roles column blank. See Updating Users and Roles using a CSV file for more information.

 

Upload Users csv file

Downloading the user csv file will provide you with the format needed to import users and their associated roles into . Once you have your csv file ready, follow these steps to upload it:

If the users.csv file will not pass validation because passwords are required, it is recommended that you provide a default password. This is mandatory if you are using a tenant with the SAML Security Manager. If you are using the Default Security Manager, users can then be instructed to change the password on first login using the Manage Personal Information option.

You will see this message with the number of roles and users that were created: "Users Loaded successfully. 3 Added, 1 Updated, 0 Deleted, 4 Roles Added." Uploading an empty users file displays the message "Users file is empty".

Updating Users and Roles using a CSV file

Once your csv file has been uploaded, it is very easy to update User and Role information. It is not necessary to reload your entire csv file every time you need to make changes. Simply create a csv file, with the proper format, that contains only the information that you want to change.

Existing users will be updated with the new information if you upload modified versions of your csv file. 

For example, let's say you have 19 users in your tenant. You want to change the last name of an existing user, and add a new user (Pat) who will have the new role of (Coordinator).

  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.
  • The warning messages "Update of user failed"  or "Users Loaded successfully with some issues. See detailed results for details." is no longer displayed if users in the csv file you are uploading do not have any roles assigned to them. 

Troubleshooting

Current Tenant Validation Error

If the csv file contains a name that is different from the current tenant, a validation error message displays. Upload the file again with the tenant field empty.

Spaces in Role Names

If there are spaces in the role names in your csv file, the message "role [the name of the role that contains the space for example: V P] - format not permitted (must start with a letter or _, max 16 chars from the set: a-zA-Z0-9_- ). Remove the spaces then upload the file again.

View User List

Click on a capital letter (A to Z) to display a list of users whose name begins with that letter. Click All to display all current users.

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 User icon on the Manage Users page.

You should not assign any roles (such as Manager, Supervisor, etc.) to a tenant admin user, as this can adversely affect the execution of tasks and activities in work flows. A tenant admin with roles may be accidentally assigned a task actually intended for other non-admin users who have the same role, and the tenant admin could perform the task and thereby disrupt or compromise the work flow or its data.

Adding Superusers 

The superuser admin, whose username is "admin" can add new superusers to the special d (default tenant). Note to login as the superuser enter the username admin@d (admin is the username and @d specifies the special default tenant). New Users added to the default tenant automatically become new superusers. This allows you to name additional superusers and then if you want you can disable the built-in superuser. To disable the build-it superuser named "admin" click the button above the alphabet list. This brings you directly to the build-in superuser admin's edit page, or you can click the icon to the right of the admin name in the user list. Set the Enabled dropdown to false. This will prevent further logins by the built-in superuser named "admin". Note you cannot delete the built-in superuser named "admin". You can however delete any additional admin user you have created.

Signature Images

The tenant admin can add/manage signature images for users that is applied to all forms/flows this user signs in place of his or her first and last name.

To upload a signature image for a user:

  1. Click the add signature icon. The Manage Signature for ,userid> screen displays.



  2. Browse to the location of the signature image file and select it.
  3. Click the Upload/Delete button. A successful upload displays for the userid



  4. To delete an existing signature file, check the Delete Signature checkbox then the Upload/Delete button.

If uploaded signatures do not display properly, try to open the image with the browser (Open With for Windows)  off the filesystem. The signature image may have errors.

Edit Users

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 maximum size for attachments in the frevvo Cloud is 20 MB or 20971520 bytes. In-house customers can use the frevvo.attachment.maxsize property to configure the maximum size for attachments.



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.

Maximum Size for Attachments

 There are three places to set the maximum size of attachments in .

  1. The server can be configured with a configuration property to specify the maximum size for attachments. The upper limit for attachments in the frevvo Cloud is 20 MB. Uploading attachments greater than this value shows this error message:



  2. The tenant admin can set the maximum file size per user by editing their profile. Add the value in bytes to the Max Attachment Size field on the Edit User screen.  



    The value in this field overrides the max size value configured on the server level, as long as it does not exceed that value. For example, if the Server was set for 20 MB and the user profile was configured for 15 MB, the user sees this error message when trying to upload a 30 MB attachment:



  3. Designers can specify the max file size per the Max Size property of individual Upload Controls. The image shows a 5 MB Max Size property specified for an Upload Control.



    If a user uploads a file larger than 5 MB to this control, they will see this error

The value of the Max size property of individual Upload controls overrides the value per user which overrides the max size property on the server level. All values must be specified in bytes. If a maximum file size is specified at the server level, the values in the user profile Max Attachment Size field and the Upload Control Max Size property cannot exceed the server max size.

Disable Users

The superuser or tenant admin can disable a user. Disabling a user prevents that user from logging into the form server. If the user has the role frevvo.Designer (aka. was a designer user) the users' forms will become inaccessible to other users. Even if the forms were public users will get the error "This resource belongs to a disabled user". To disable a designer user but keep the form accessible, change the user's role from frevvo.designer to frevvo.readonly and set the Enabled dropdown back to true. In this case when the user tries to login they will get the error "Login is currently disabled".

To disable a user click the icon to the right of the user's name in the user list. Set the Enabled dropdown to false. If this user is already logged into the form server they will be able to continue using the form server until they logout. At that point future logins will be blocked with the error "Your account is disabled".