Users

Overview

There are two ways to manage user accounts. Within a domain using the DBS Account Manager, users can be created and managed from within DBS LiveForms. Within an domain using the LDAP Account Manager, all user management is done through the LDAP system and DBS LiveForms can only be used to view information about users.

The Users page will list all users that exist within the Domain you selected. Each User will be listed on its own line with the following options: “Edit” and “Delete”.

Note

On domains with the LDAP Account Manager, the “Edit” button will be replaced by a “View” button, and the “Delete” option will be unavailable.

Creating

To create a new user, fill out the fields under Add/Modify user and click the “Create/Modify” button. The new users login name to LiveForms will be in the format “{username}@{domain}”.

Editing

To edit a user as a domain admin, click the “Edit” button under the user you wish to modify. This will reload the page with all the user’s information pre-populated under the Add/Modify section. From here, make any changes you need and click the “Create/Modify” button to update that user’s properties.

A user can modify their own account by clicking on “profile” at the top right of page. The “Update User Profile” menu allows users to change their own email, first name, last name, and password.

Deleting

Warning

Please use caution when choosing to delete an User, as this action can NOT be reversed.

Warning

Deleting a user may cause certain workflow tasks to become inaccessible if the task was assigned specifically to that user, or the user was the last remaining in a role which had tasks assigned to it. To remedy this, make sure the user has no tasks assigned to them prior to deleting. If you need to regain access to tasks assigned to a particular user or role, create a new account with the same username or assign another account to the specific role.

To delete a user, simply click the “Delete” button for that user. Deleting a user will remove them from the system and they will no longer be able to login. Deleting the user will NOT remove applications, forms, flows, submissions, etc. that were originally created by that user.