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To edit a user account, you must belong to a user group that in turn includes a role with privilege Administer Users, User Groups and Roles. |
You can add individual users to user groups. Members of a user group have the privileges of their roles. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. For information about how users, user groups, roles and privileges work together, see:
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Adding or Changing a User Account
To create or change a user account, in the repository browser scroll down to the
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section.
To change an existing user account, double-click on the name to open its property tab.
To add a new user account, right-click
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and select
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property tab where you can enter the details for the new user.
Basic Settings
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Some users need to run analysis on models that include database export. When the datasource has the option Use User credentials on export ticked, PhixFlow automatically uses the Login Name and Password to log into the database. |
| Field | Description |
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| Login Name | Required. Enter a name with which the user will log into PhixFlow.
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| First Name | Required. Enter the first name of the user. |
| Last Name | Enter the last name of the user. |
| Locale | Required. Select the user's country from the drop-down list. |
| Domain | Enter the domain that the user logs in with. For PhixFlow user accounts that are not integrated with other user management systems, enter local. For users configured via active directory, enter an active directory domain. |
| Organisation | Enter your organisation name. For users configured via active directory, this is the organisation name supplied by active directory. |
| Password | Available for local users only. Enter a password for the user the user's password by updating this field. Users can change their password here if they have the privilege Administer Users, User Groups and Roles. Alternatively, they can change their password from the menu → | Insert excerpt |
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→ User Details tab. |
| Confirm Password | Available for local users only. Re-enter the password to confirm it. |
| Password Policy | Required. Available for local users only. PhixFlow checks that the password meets the requirements configured in the password policy. By default, PhixFlow shows the password policy configured for the whole system; see System Configuration. If you want this user's password to use different rules that have been defined in a policy, select the policy from the drop-down list. |
| Default Dashboard | Select a dashboard that PhixFlow will display when the user logs in. |
| Default Application | Select an application that PhixFlow will load when the user logs in. Users can override the default by specifying an alternative application in the URL that they use to access PhixFlow. |
| Email Address | Enter an email address for the user. For users configured via active directory, enter an active directory email. |
| Phone Number | Enter a phone number of the user. For users configured via active directory, enter an active directory phone number. |
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to allow the user to log into PhixFlow. | Insert excerpt |
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for user accounts that you set up to receive emails sent by PhixFlow task plans or file exporters. User accounts with Enabled unticked do not permit the user to log into PhixFlow. |
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the account is unlocked and the user can log in. | Insert excerpt |
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indicates there have been too many login failures and PhixFlow has locked the account to prevent unauthorised access. Untick the check box to unlock the account. The permitted number of login failures is configured in the password policy. |
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to allow PhixFlow to send SMS alerts to this user's Phone Number. | Insert excerpt |
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to prevent PhixFlow from sending SMS alerts to this user. |
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to prevent PhixFlow from sending emails to this user. |
| Open in Design Mode | If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode.
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to open PhixFlow in | Insert excerpt |
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for this user. | Insert excerpt |
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| Last Activity Time | PhixFlow display the most recent time that the user performed an action in PhixFlow. |
User Groups
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The grid contains a list of user groups to which this user belongs. To add a user group to the list:
- Click
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to list all the user groups in the repository. - Drag user groups into this list to add them to the role.
To remove a user group from the role, use the
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in the toolbar.
For Active Directory users, the list of user groups shown for the user is read-only. The user groups are the PhixFlow equivalents that map to the Active Directory user groups; see Configure Active Directory Integration for details.
Security Questions
This section is only available for local users. Enter up to 3 questions and answers. If a user needs to reset their password, PhixFlow asks one of the questions to verify the user's identity; see Password Reset.
| Field | Description |
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| Question 1 | The user's first security question. |
| Answer 1 | The answer to the first security question. |
| Question 2 | The user's second security question. |
| Answer 2 | The answer to the second security question. |
| Question 3 | The user's third security question. |
| Answer 3 | The answer to the third security question. |
| Last requested reset time | PhixFlow shows the (read-only) date/time of the last password reset link. |
| Current Reset Attempts | PhixFlow shows the number of failed password-reset attempts. |
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You From version 8.0.9, you can save the user properties without specifying any of the security questions and answers. However, once you have added a question and answer for one, you must complete them all before saving the user properties. |