This page is for PhixFlow administrators who need to set up user accounts in PhixFlow. It describes the user settings.

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Overview

Each user who needs to log into PhixFlow needs to have a user account set up. User accounts that only exist in PhixFlow are known as local users. You can integrate PhixFlow with other user management systems. For more information, see:

Users can view and change their own user account details from the

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icon, available at the bottom right of a PhixFlow window; see User Details.

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Table of Contents

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Info
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 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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. PhixFlow opens a property tab where you can enter the details for the new user.

Basic Settings

Info
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

Login Name

Required. Enter a name with which the user will log into PhixFlow.

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.

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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

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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.

Enabled

Available for local users only.

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to allow the user to log into PhixFlow.

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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.

Account Locked

Available for local users only.

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the account is unlocked and the user can log in.

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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.

Send Alerts by SMS

PhixFlow models or applications may be configured to send SMS messages to users.

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to allow PhixFlow to send SMS alerts to this user's Phone Number.

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to prevent PhixFlow from sending SMS alerts to this user.

Send Alerts by Email

PhixFlow models or applications may be configured to send emails to users.

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to allow PhixFlow to send emails to this user's Phone Number.

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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

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for this user.

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to open PhixFlow in the default

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.

Last Activity Time PhixFlow display the most recent time that the user performed an action in PhixFlow.

User Groups

This section has a toolbar with standard buttons and

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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
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.

Tip
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.

Export Password

This section relates to export zips that you use to move applications, packages and stream data between PhixFlow instances.

To ensure data security, PhixFlow can encrypt the data in configuration export zip files. PhixFlow saves the files for a configured time period. You can set the:

download area in System Configuration →System Directories → File Download Location
how long files are available in System Configuration →General Settings → File Download Expiry. By default files are available for 24 hours.

Use the following fields to set a default password for configuration export password for the user.

Note

If you set a default password, you must tell the user what it is.

When the user starts a process that generates a file, PhixFlow prompts them for a password. The default password that you set here is autofilled in the prompt, but is displayed as a line of dots.

The user must provide the password used to create the zip file when they:

download it from the download area; see Configuring the Download Area
import it to another PhixFlow instance.

Field

Description

Export Password Policy

By default, PhixFlow applies the Password Policy set in System Configuration → Advanced → Export Password Policy. Optionally, select a different password policy to apply different rules about the export password for this user.

Export Password Not Set

For export zip files that PhixFlow generates:

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indicates you have not set a password for the user. In this case, the export zip is not encrypted.

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indicates you have set a password for the user.

The password policy may allow users to open encrypted files without having a password. In this case, untick this option, but leave the Export Password field blank.

Export Password

This field is available when Export Password Not Set is not ticked.

Enter a password with at least 6 characters. Click

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to switch between displaying the password as text or dots.

The user to open encrypted files exported to the download area. When the user generates an export, this password is supplied by default. The user can enter a different password.

Versions Compared

Old Version 36

New Version 37

Key

Overview

Adding or Changing a User Account

Basic Settings

User Groups

Security Questions

Export Password

Page Comparison

Versions Compared

Old Version 36

New Version 37

Key

Overview

Adding or Changing a User Account

Basic Settings

User Groups

Security Questions

Export Password