Versions Compared

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

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 deleting the user from the system entirely.

Should you accidentally disable or delete all users with the ability to administer other users, please contact your PhixFlow support team.


Panel
borderColor#7da054
titleColorwhite
titleBGColor#7da054
borderStylesolid
titleSections on this page

Table of Contents
indent12px
stylenone



Creating Users

Users are added through the “User list” which shows all users configured in PhixFlow. To add a new user please carry out the following (note that you must have the privilege “Administer Users, User Groups and Roles”):

Open the User List

Open the user list expanding the section Users in the repository browser.

Detailed User List
Anchor
detailedUserList
detailedUserList

Add a User

To add a user: , in the repository browser right-click on the header  Usersin the repository browser and press click Add User. See ; see the page  User page for details of the settings properties you can set for each user, and of how to add users to user groups.

Associating Multiple Users to a User Group

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

  1. Create each user individually.
  2. Open the User Group to which you
wish
  1. want to associate
all
  1. the users
toHighlight
  1. .
  2. In the user list, highlight all the users you
wish
  1. want to add from
the User list (hold down the Control key and select them all) then drag and drop
  1. the user group. Use Shift+click or Ctrl+click to select multiple users.
  2. Drag the selected list into the Group Members tab of the
User Group
  1. 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 Group.

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

Deleting Users

Note that Users are referenced in several places within PhixFlow e.g. they may be the recipient of emails sent by file exporters or task plans. If a user is deleted, all references to that user will be removed. Note however that log messages and audit trails will still maintain a record of the actions performed by a deleted user.

To delete a user open the User list by clicking on the Users button  on the left hand side of the main PhixFlow menu. Select one or more users and press the red cross  on the top of the list. A warning will appear advising you that you are about to delete the user:

  • Press “Cancel” to quit without deleting the User
  • Press “Permanently Delete” to remove the User

Note: Please contact your PhixFlow support group if you accidentally delete a user.