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Overview

To access your user account details:

  1. In the header bar, click hover over the 
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     ( icon next to your name in the top right of the PhixFlow window).
  2. From the menu, select 
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    .
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  3. PhixFlow opens the User Details window.

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The User Details window has the following sections:

  • Details: your user account detailsDefault Settings: set your preferred options
  • User Groups: the list of user groups to which you belong. Security Questions: The security questions and answers that you have configured.
    This section is available if you have a specific (local) login for PhixFlow. If you have a single login that works for multiple applications (single sign-on), you do not have any security questions for PhixFlow.

If you want to change your password, see Changing or Resetting Your Password.

Details 

and savesave the changes.Your login name and the network domain are set by your administrator. Do not change these details.
FieldDescription
LoginYour login name is set by your administrator. Do not change these details.
First NameThese fields display your personal details.
If necessary, you can update these details 		and press Save User Details.
Surname
DomainYour network domain is set by your administrator. Do not change these details.
CompanyThese fields display your personal details.
If necessary, you can update these details and press Save User Details.

Email
Phone Number
FieldDescription
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Last Name
Company
Email
Phone Number
Login
Domain

Default Settings

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To change the default layout of the application menu, select:

  • List to display a condensed list of applications with small icons
    • Icons to display large card icons in a grid tick box checkbox_tickcheckbox_tickcheckbox_untickcheckbox_untick

     Toggle on to open PhixFlow in

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    . Application designers use this mode to create and configure applications. This includes designing screens, creating workflows and Actionflows, defining data structures and relationships. See Design and Application Mode

    Show Contextual Help Panes

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     Toggle on to open the context help pane in 
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     the next time you log in. The context help pane is displayed on the right of the PhixFlow window. As long as this option is

    toggled on, PhixFlow shows the help pane each time you log in. During a session, you can click X to close it.

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     Toggle off to prevent the help pane being shown at login.

    The Help pane provides:

    • brief instructions that relate to what you are doing.
    • links to more detailed help pages in the PhixFlow Help.
    • links to Training Courses.

    Wherever you see the 

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     icon, click to open the associated detailed help page. This does not open the context help pane

    		Application Menu Default

    .

    Set Default Export Password

    For user accounts with an empty Export Password, use this

    toggle option to distinguish between passwords set as blank, or passwords not yet set.

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     indicates you or your administrator has set a password.
    For user accounts with an empty Export Password, the tick indicates the password has been set as blank.

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     indicates you or your administrator has not yet set a password.

    Default Export Password

    This field is available when Set Default Export Password is

    ticked

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    Your export password is encrypted and is displayed as a line of dots. To update your password, enter a new password with at least 6 characters. 

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    When you download an exported configuration, the zip file is encrypted and this password is associated with it. You must specify the same password when you import the file to another PhixFlow instance; see Using the Download Area.

    Note

    You cannot de-encrypt zip files to view their contents.



    Tip

    The Export Password options relate to exported configuration zip files. To ensure data security, PhixFlow can encrypt exported configuration zip files. PhixFlow saves the zip files to the download area and deletes them after a time; see Configuring the Download Area. 

    User Groups

    This tile lists the user groups and any external login groups to which you belong. These groups control the PhixFlow features and data to which you have access.

    To change the user groups or external login groups to which you belong, contact your PhixFlow administrator.

    Security Questions

    This section is only available if you have a specific (local) login for PhixFlow . If you have a single login that works for multiple applications (single sign-on), you do not have any security questions for PhixFlow. You administrator can set up rules about how long passwords can remain valid; see Password Policy. Depending on the policy, when you reset a password you may be prompted for answers to security questions. Use the Security Questions tile to set 3 possible questions and the answers.

    For example, you could set questions such as:

    • the name of your first pet
    • the make of your previous car
    • your favourite food.
    Click  Insert excerpt_finish_finishnopaneltrue to save your answers.  Insert excerpt_check_password_check_passwordnopaneltrue NoteWe recommend you set questions and answers that you have never used for any other system. The questions are saved to your PhixFlow user account. This means administrators can see your questions. Answers are encrypted and only ever appear as a line of dots. Once they are set, you will not be able to see them again. Administrators cannot see your answers

    .