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Comment: DOC-125 Audit review and standardise

User groups are used to define roles and restrict access to specified processes and data in PhixFlow.

An overview of user administration is given in PhixFlow User Administration.

For each user group the following settings are configured:

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See also:

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Tip

When you add modelling objects or applications to the user group, remember to check their Access Permissions. If All Users Can View Data is unticked, then you must provide access to the object:

  1. Assign user groups to the object.
  2. Add the user(s) to one of those user groups.

Basic Settings


FieldDescription
NameThe name of the user group.
External Login Groups
Anchor
externalLoginGroups
externalLoginGroups
External Login Groups

The names of the

External Login Groups which

external login groups that will be mapped to this

User Group

user group. Use {instance} to include the PhixFlow instance name. See Configure Active Directory Integration for details.

Separate multiple names with a semi-colon. Spaces are taken to be part of the group name.

External Login Groups Evaluated(Read only) The names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used.

Users

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The list of users assigned to this group.

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To add PhixFlow users to the list:

  1. Click
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    to bring up the list of users

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  1. in the repository.
  2. Drag users into this list to add them to the group.

Only

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existing PhixFlow users can be added to a group in this way.

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To add external users, use the Basic Settings → External Login Groups  field set a group (or groups) of external users, then map the external login group(s) to a PhixFlow user group. 

To remove users from the group, use the

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 in the toolbar.

Roles

The list of the roles assigned to this group.

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To add roles to the list:

  1. Click Image Added List Roles  list the roles in the repository.
  2. Drag roles into this list to add them to the group.

To remove roles from the group, use the toolbar button 

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Streams

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The list of the streams assigned to this group.

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To add streams to the list:

  1. Click 
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      list the streams in the repository.
  2. Drag streams into this list to add them to the group.

If the streams have the flag All Users Can View Data unticked, then access to the data must be given by assigning user groups to the stream, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling Access to Applications.

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To remove roles from the group, use the toolbar button 

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Dashboards

The list of dashboards assigned to this group.

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To add dashboards to the list:

  1. Click 
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    to list the dashboards in the repository.
  2. Drag dashboards into this list

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  1. .

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To remove dashboards

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from the group, use the toolbar button 

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Stream Views

The list of the stream views assigned to this group.

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 To add dashboards to the list:

  1. Click 
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      to list the streams in the repository. Expand a stream to see its views.
  2. Drag views into this list

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  1. .

If the views have the flag All Users Can View Data unticked, then access to the data must be given by assigning user groups to the view, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling Access to Applications.

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To remove stream views from the group, use the toolbar button 

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Stream Actions

The list of the stream actions assigned to this group.

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To add stream actions to the list,

  1. Click 
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     to list the stream actions in the repository. Expand a stream to see its actions.
  2. Drag actions into this list

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  1. .

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To remove stream actions from the group, use the toolbar button 

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Applications

A list of the applications assigned to this group.

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  1. Click
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    to list the applications in the repository browser.
  2. Drag applications into this list

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  1. .

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To remove applictions from the group, use the toolbar button 

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Filters


Sort Orders


Access Permissions 
Anchor
permissions
permissions

Access Permissions
FieldDescription
Restrict Who Can Manage
Members of this User Group
This controls

Use this option to control which users can add

and

or remove users from this

user

group.

If this is not ticked then any users with the privilege "

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  A user can add or remove users from this group if they have one of the privileges:

  • Administer Users, User Groups and Roles
" or "
  • Add and Delete Users from a User Group
" can add

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nopaneltrue
 A user can add or remove users from this

group.

If this is ticked then to add or remove users from the group requires one of

the user has the privilege "

group  if they have one of the privileges:

  • Administer Users, User Groups and Roles
", or
the user has the privilege "
  • Add and Delete Users from a User
Group"
  • Group and the group must be in the user group list in the Access Permission section.
  • and the group must be in the user group list in the Access Permission section.
User GroupsAvailable when Restrict Who Can Manage Members of this User Group is ticked.

Form Icons

The form provides the standard form icons.

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