A client is a standalone instance with its own forms, user authorizations, groups, inboxes, status, mail server, etc. The number of clients that can be created depends on the license. The creation of a client can only be done by the so-called super administrator or sadmin or system administrators (user with authorization for the system settings). At least one client is required for the operation of the formcycle server.
Contents
Creating clients
The creation and administration of clients takes place via the menu item Clients in the system settings.
By clicking on the plus icon, you can create a new client.
Client name
Please note that this name cannot be changed afterwards.
Assigning a name for the client. The name may only contain letters, numbers, dots or hyphens. Furthermore, the client name must not be "system" or a UUID.
Examples of valid and invalid client names
system = Wrong
c0bdaf15-e429-4c82-832f-5669ef743997 = Wrong
Client administrator
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When creating a client, a user must be selected who will be the administrator of this client. The administrator must be invited via their email address, this can be an already registered or a new user.
Base settings
Client name
The name of the client as it was assigned when the client was created. In addition, the system internal ID, the total memory used by the client, the number of forms within the client, and the number of users authorized for the client are also displayed.
Alias
An alias name for the client. This alias name can be used in the form link, for example in the formhttps://formcycle.eu/form/provide/mandant/myform
Language
Default language if no language was specified when calling the form.
This setting has no influence on the language of the administration interface. This can be determined by each logged-in user.
Base URL
The base URL is used to generate the URLs of forms. This URL should therefore be accessible by the form users.
As an example, the base URL is: http://pro.formcloud.de/formcycle
The URL of a form would then look like this: http://pro.formcloud.de/formcycle/form/alias/
Description
Description of the client.
Client administrators
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Users can be subsequently have their admin role for the client revoked. In addition, additional client administrators can be defined by sending them an invitation via email. Pending (not yet accepted) invitations can be resent, which will send a new invitation link to the user. The old invitation link will then no longer be valid. The current invitation link can always be viewed via the clipboard icon.
Email settings
Allow use of the system mail server
Allows the system administrator to enable/disable the use of the system mail server for this client. If this is disabled, functionalities that require an email server will only be available when configuring a client-specific email server.
Allow client specific mail server
Allows the system administrator to enable/disable the configuration of a client-specific email server. If this is disabled and the use of the system mail server is not allowed, no functionalities requiring an email server are available to this client.
Mail address for support requests
The email address to which support requests are sent to. By default, when this is left empty, the global email address as set for the system is used. This setting may not be available when the system administrator did not allow it.
Use custom mail server
A mail server should be setup for each client. When no mail server has been configured, the system mail server will be used when it is available. In case no system mail server was configured, no emails can be sent, even if a client-specific mail server exists.
When no mail server is available, the following services will be deactivated:
- Actions of type Email in the form workflow
The following mail server options can be changed:
- Encryption
- Type of encryption to be used for the communication with the mail server.
- Mail server
- The mail server used for sending mails of this client. Mails will be sent by actions of type email and by the system when a password needs to be reset.
- Port
- The SMTP port to be used. When not port is specified, the default SMPT port 25 will be used.
- Authorization required
- When the mail server requires authorization, enable this option and enter the username and the password.
- Sender address (System)
- The mail address to be used as the sender address (mail form) for mails sent by the systen, eg. for password recovery mails.
- Sender name (System)
- The sender name that is to be used for system e-mails.
- Server supports UTF-8 message headers (RFC6532)
- When the email server supports UTF-8 message headers according to RFC6532, this option should be enabled. You can then send email to internationalized email addresses such as 山田太郎＠株式.会社.
Client administrator role
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The role of the client adminstrator can be configured in this section. Client adminstrators can thus have individual permissions within the selected client revoked or granted. See Role.
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