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This page is for PhixFlow administrators who want to manage user groups. 

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See Also

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PhixFlow Default User Groups

PhixFlow has 6 user groups enabled by default. Each user group has its own role, which defines the privileges for the group. We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.

In addition, from version 9.0 onward, when a new application is created, PhixFlow automatically creates 2 user groups that belong to the application. The application creator is added to the user groups. Use these groups to configure the roles and privileges required to use and manage the completed application. 

To configure PhixFlow to have a different set of permissions, create:

  • a new user group and define the PhixFlow components that users can access
  • a new role that specifies the privileges.


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The default user groups are :

User GroupAssociated RoleDescription
AdministratorsAdministratorMembers can add new users and modify other user's accounts. Only members of this group can create, delete or update another users' credentials.
DesignersModellerMembers can create models and applications. They can also update general configuration options.
GuestsGuestMembers can view configurations, but have few other privileges.
Startupstartup

A user group for the initial setup of a new PhixFlow installation.  When first installed, PhixFlow creates a startup user in this group, with privileges to administer other users. Once you have added users to the Administrator group, remember to delete this user.

UsersUserMembers can view application screens, data and dashboardsthe repository.
SuperUsersSuperuserMembers have more privileges than Users. Usually used for  managers who users. Use this group for application designers or model managers. Superuser's have full access to the PhixFlow data and can create filters and views on it. SuperUsers do not usually create or update the underlying models.
TipThere is no default user group for application users. We recommend you create an App-User group and role, specifying the privileges that your application users require; see Controlling User Access to Applications
Application User Groups; see Controlling User Access to Applications
For each application created in PhixFlow 9.0 or later:
appname

where appname is the application's name

requires configuration

The administrator or application designer must add users, roles and privileges to enable members to use the application.

appname_Admin 

The administrator or application designer must add users, roles and privileges to enable members to manage the application.
For example, you may want to provide an application administrator with permission to approve certain actions, to run data management tasks or to add users to the application.

Adding or Changing a User Group

To see the list of existing user groups, in the repository, scroll down to

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 and expand the section.  If you are managing users for an application, find and expand the application name, and scroll to the user groups listed for the application.

To edit a user group, double-click on the name.

To create a new user group, right click 

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 and select 
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. The user group property tab provides sections add a name, the users who are members and the modeling objects and applications that the users can access. See User Group for details of the specific properties and how to edit the lists; see User Group.

Tip

There are two ways you can add a user to a user group.

  • In the user group property tab → Users section, open a list of users and drag one or more into the list.
  • In the user property tab → User Group section, open a list of user groups and drag one or more into the list.

PhixFlow automatically updates the properties so that users and their groups remain consistent.

Roles and Privileges

The privileges that members of a user group have is controlled by their role. To find out what privileges a user group has, in the user group property tab → Role section double-click on the role. PhixFlow opens the role property tab where the Privileges section lists all the privileges. For example, the Modeller privilege includes List Database Exporters, Modify Database Exporters and View Database Exporters.

User groups can have multiple roles. For example you may want a group of users who can both create models and add filters to views on the models. In this case you could add the two roles Designers and SuperUsers. 

Note

We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.

Restricting Access to Modelling Objects

By default, PhixFlow is set up to allow all users with the relevant privileges to access all modelling objects, such as streams, stream views, dashboards, filters etc. However, you may need to restrict access to only some objects, for example to provide access to specific dashboards related to a project. To do this:

  1. In the object's property tab → Access Permissions section, untick the All Users can View Data check box.
  2. Either, in the object's property tab → User Group section, drag in the user group.
    or, in the user group property tab, expand the section related to the type of object and drag it into the user group.

Now only users of the specified group can use the modelling object. 

Access Permissions

You can limit which users can add or remove members from a user group. Tick the Access Permissions → Restrict who can manage members of this user group check box. PhixFlow adds a grid where you can drag in other user groups. See User Group > Access Permissions for details.