How to Create Users in Keycloak
To begin using formsflow.ai, we must first create users in Keycloak. It fully centralizes user creation, management, and the security of formsflow.ai. KeyCloak also fully supports single sign-on and modern security standards such as SAML and OAuth2. It can be fully integrated with existing user management systems as well.
First, you must specify a realm these users will exist in. Our realm will be “formsflow.ai.” In that realm, we can create groups and add users to those groups based on their roles. Several groups currently exist in the “formsflow.ai” realm. Selecting “Groups” under “Manage” will allow you to then select “Default Groups” to see all available groups in the system. Now we need to add a new user under the “Users” menu option.
You can create a user, set their password, then add them to their group which will give them certain permissions. For example, you can create a Designer named “Peter Watts” and add them to the “Designer” group which allows them to see and access elements within formsflow.ai that go unseen by other users in different groups.
For a 2 step approval workflow, you would also need to create “Clerk” and “Approver” groups. Once these groups are created, you can then create users with Clerk and Approver permissions and add them to those groups. Once added, they will be able to access and review applications as those abilities will be assigned to them.
With your users created and assigned to their respective groups, the Designer can then build a form, associate it with a workflow, then publish it. Once published, it can be filled out by a member of the public, and then reviewed and approved by the Clerk and Approver users created and assigned in Keycloak.