Versions Compared

Old Version 20

changes.mady.by.user Fiona Sargeant (Unlicensed)

Saved on

compared with

New Version 21

changes.mady.by.user Fiona Sargeant (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Insert excerpt
_admin_user_topic
_admin_user_topic
nopaneltrue

See Also

Child pages (Children Display)
depth4

Note

You require privileges to manage user accounts; see User Administration for the list.

The Startup User

For newly installed PhixFlow instances a special user called “Startup” with password Startup is created specifically for the creation of the first users. After setting up initial users (and of course at least one user with the “Administer Users, User Groups and Roles” privilege) the startup user must be blocked from logging in by unchecking its ‘Login Allowed’ flag on the user details form or by When PhixFlow is first installed, it has a special user account to enable login. This account has:

  • name: Startup 
  • password: Startup

Use the startup user to log into your new installation and to add some user accounts. At least one account must have Administer Users, User Groups and Roles privilege. Check that your new user accounts work.

When you have accounts with appropriate privileges, you can disable the the startup user:

  • In the repository, open the startup user.
  • Untick Login Allowed.  deleting the user from the system entirely
.Should
  • .

Alternatives:

Tip

If you accidentally disable or delete all users with the ability to administer other users, please contact

your PhixFlow support team.Managing Users

support@phixflow.com.

User Lists 
Anchor
detailedUserList
detailedUserList

You can view and manage user accounts accounts:

  • either in the Full Repository →  
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
    section
  • or in the user list;
    list. This list summarizes the information for all users, including the date and time of the last action performed by each user.
    To open the user list, in the repository, right-click 
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
     and select Show a detailed list
Panel
borderColor#7da054
titleColorwhite
titleBGColor#7da054
borderStylesolid
titleSections on this page

Table of Contents
indent12px
stylenone

Creating Users

You can add user accounts

  • in the repository: see Full repository → 
  • in the user list.

To add a new user account you must have the privilege Administer Users, User Groups and Roles and Create User.

Step 1  Open the User List

Open the user list by expanding the section  Insert excerpt_user_repo_user_reponopaneltrue in the repository. The
  • select 
    Insert excerpt
    _list_show
    _list_show
    nopaneltrue
    .

Users are classed as local, mixed or external depending on their authentication and authorisation configuration; see User.

  • The user list groups users by these types.
  • In the repository, users are grouped by the domain from which they authenticate or local, for users whose authentication is managed by PhixFlow.
Users are classed as local, mixed or external depending on their authentication and authorisation configuration; see User.

  • You can change users from local to mixed and mixed to local by dragging the user
name
  • to a different domain in the repository. 
Detailed User List



Panel
anchor
borderColor
detailedUserList
#7da054
detailedUserListYou can open the detailed users list by right clicking on the header  Insert excerpt_user_repo_user_reponopaneltrue in the repository and selecting  Insert excerpt_list_show_list_shownopaneltrue. This contains summary information for all users and the date and time of the last action performed by each user.

Step 2  Add a User

To add a user, in the repository right-click on
titleColorwhite
titleBGColor#7da054
borderStylesolid
titleSections on this page

Table of Contents
indent12px
stylenone



Creating Users

To add a new user account you must have the privilege Administer Users, User Groups and Roles and Create User.

Either, in the repository, right-click 

Insert excerpt
_user_repo
_user_repo
nopaneltrue
 and click  and select 
Insert excerpt
_add
_add
nopaneltrue
 User; see the User page for details of the properties you can set for each user, and of how to add users to user groups.

Step 3  Associate

Associating Multiple Users to a User Group

If you are creating multiple new users who require the same user group then these users can be added in bulk to the user group by the following method:

Create

.

  1. In the repository, create each user individually. 
  2. Open the User Group In the repository, open the user group to which you want to associate the users.
  3. In Open the user list, highlight . Select all the users you want to add from the user group. Use Shift+click or Ctrl+click to select multiple users.
  4. Drag the selected list into the Group Members tab of the user group.

Please note, in this method you are dragging and dropping Users onto the User Group window rather than User Groups onto the User window. The overall effect is the same in PhixFlow, this method is just described as it may be easier when creating a large number of users all associated to the same User GroupAdding users to the user group properties tab has the same effect as adding user groups to the user properties.

For more information on who can add or remove user group access to a user, see the User Group page Access Permission section.

Deleting Users

User accounts are referenced in several places within PhixFlow. For example a user may be the recipient of emails sent by file exporters or task plans. If a user account is deleted, all references to that user will be removed. Log messages and audit trails will still maintain a record of the actions performed by a deleted user.

To delete a single user from the repository:

  1. In the repository, expand the 
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
     section.
  2. Right-click a user account.
  3. Select 
    Insert excerpt
    _delete
    _delete
    nopaneltrue
    .

To delete multiple users from the user list:

  1. In the repository, right-click Users.
  2. Select Show a Detailed List
  3. PhixFlow opens Open the user list. Tick Select all the user accounts you want to delete.
  4. Click At the top of the list, click 
    Insert excerpt
    _remove
    _remove
    nopaneltrue
 press the red cross  on the top of the list. A warning will appear advising
  1. .

PhixFlow warns you that you are about to delete the user:

Press “Cancel”

one or more users.

  • Click Cancel to quit without deleting the UserPress “Permanently Delete” selected users.
  • Click 
    Insert excerpt
    _delete
    _delete
    nopaneltrue
    to remove the User
Note: Please contact your PhixFlow support group if
  • selected users.
Tip

If you accidentally delete a user, please contact support@phixflow.com.

Deleted User List

Deleted users do not appear in the repository or on the user list. You can see a list of all the deleted users. Right-click 

Insert excerpt
_user_repo
_user_repo
nopaneltrue
 and select Show deleted users.