is a multi-tenant application. Tenants allow you to segregate groups of users and roles. User from one tenant cannot access users in any other tenant. Note: this does not apply to public forms/flow which do not require login access to a tenant.

The  In-house superuser admin can create as many tenants on your form server as needed. Once the superuser admin creates the tenant, the tenant admin user can then login to manage the tenant, add users & roles, etc. See the Admin Home Page for differences between the superuser admin and tenant admin. 

On this page:

Manage Tenants

The superuser admin can add new tenants to your  server using the Manage Tenants page.

You cannot remove or copy the d (Default tenant).

Add Tenant

The superuser admin can use the Tenant page to add a new  tenant. 

To display the Tenant page, 

Here is a brief explanation of the fields:

Edit Tenant

A tenant admin or a superuser admin can use the Tenant page to configure or edit information about a tenant.

To display the Tenant page:

Note that you cannot change the Tenant Id, although you can change the Name and Description. Click the button to see details about a field. Click Submit to save your changes. The message "Your changes have been saved".

Tenant From Email Address

The Tenant From Email is used as the from email address for email notifications and doc action emails from forms and workflows in this tenant.

Session Timeout

A user designing a form, viewing their task list, or using a form to enter values and submit has a certain number of minutes to complete the activity. This time limit is call the Session Timeout. By default the session will expire after 480 minutes of inactivity. When the session expires a designer user will have to re-login to  to continue designing forms and users filling forms will have to get new form instance and re-enter the values. The tenant admin can override the default session timeout here. See Session Timeout topic in the Installation & Configuration Guide for full details.

Max Concurrent Users

The Max Concurrent Users field only appears if you are logged in as a superuser admin. This field enables you to restrict the number of users who can simultaneously login to a particular tenant. For example if you have purchased and installed a 20 user license key and want to set tenant A to use 5 and tenant B to use 15, setup that configuration here. See Concurrent Users for more information.

Max Users is subject to your license

Deployment State

The Deployment State lets you toggle the default deployment state of your form between two states: PRODUCTION and DEVELOPMENT. When a form is in development state it contains a watermark. If you have a  unlimited user license key you may want all the forms created by the designer to automatically be deployed for production with no water mark. 

See also the deployment form property.

Anonymous Signup

Anonymous signup lets you publish a registration Url for your tenant so people can signup and create a user account in your tenant themselves. In the Edit Tenant form, check the anonymous signup property and then select the default roles you want them to have when they signup. You can click the "+" to add multiple roles. If you select the role  designer, these new users will have permission to design forms and workflows.

Then publish the registration Url:

https://www.frevvo.com/frevvo/web/tn/<your tenant name>/register?edit=true

 At this Url people will see a signup form.

When they submit this form they'll be notified via email to activate their account. Until they activate via the email their account will remain disabled.

Now this person has a user account on your tenant and can login. If you gave them the  designer role they will also be able to create forms and workflows. If not, when the login, they will see their task list as shown below.

 

Tenant Setup

To setup your tenant, first login to your new tenant as the tenant admin. The tenant admin can add users to the tenant. You need to add at least one designer user in order to begin creating forms.

We strongly recommend that you do not use the admin user to create your own forms. You can create users and roles in your new tenant for that purpose.

  1. Click the Manage Roles link.
  2. You will see several pre-created roles: frevvo.Designer, frevvo.Editor, frevvo.Publisher, frevvo.ReadOnly.
  3. Click the icon, fill in the form and submit it to create new roles e.g. Employee or Manager.
  4. Click the Back to Manage Tenant link.
  5. Next click the Manage Users link.
  6. For  In-house you will see a single user – the administrative user you defined when you created the tenant. Note that you will have to click the link to display All users. By default, only users beginning with the later A are displayed. For  Onlne you will see two users – the administrative user and the designer username you specified when you signed up for your trial SaaS account.
  7. To create a new user with permissions to create forms, click the  icon, fill in the form and select the role frevvo.designer. If you do not select this role then this new user will not be able to create forms but will only be able to use forms created by others.
  8. The new user will be created. Create as many users and assign them roles as needed.
  9. Logout of the tenant admin account and login as one of the newly created users with the frevvo.Designer role and start building forms and workflows.
  10. Note that you must login using either the syntax: userid@tenant for the user name and leave the tenant name login input blank. For example, if the newly created tenant was named example.com then all users in that tenant must login using the ID: user@example.com. Or alternatively you can enter username and tenant name in their own login page input fields.

Related Topics

Access Control