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:
- PhixFlow User Administration
- Controlling Access to Applications
- Managing User Groups
- Managing the User List
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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:
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Basic Settings
Field | Description | |||||
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Name | The name of the user group. | |||||
External Login Groups
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The names of the |
external login groups that will be mapped to this |
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:
- Click
to bring up the list of usersInsert excerpt _user _user nopanel true
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- in the repository.
- 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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Roles
The list of the roles assigned to this group.
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To add roles to the list:
- Click List Roles list the roles in the repository.
- 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:
- Click
list the streams in the repository.Insert excerpt _show_streams _show_streams nopanel true - 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:
- Click
to list the dashboards in the repository.Insert excerpt _dashboard _dashboard nopanel true - Drag dashboards into this list
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- .
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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:
- Click
to list the streams in the repository. Expand a stream to see its views.Insert excerpt _show_stream_views _show_stream_views nopanel true - Drag views into this list
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- .
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,
- Click
to list the stream actions in the repository. Expand a stream to see its actions.Insert excerpt _stream_action _stream_action nopanel true - Drag actions into this list
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- .
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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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- Click
to list the applications in the repository browser.Insert excerpt _applications _applications nopanel true - Drag applications into this list
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- .
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To remove applictions from the group, use the toolbar button
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Filters
Sort Orders
Access Permissions
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Field | Description |
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Restrict Who Can Manage Members of this User Group |
Use this option to control which users can add |
or remove users from this |
group. |
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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:
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User Groups | Available 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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