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The following fields are configured for each PhixFlow user:
Adding or Changing a User Account
Basic Settings
| Field | Description |
|---|---|
| Login Name | The login name that the user will log into PhixFlow with. If this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export ticked, this username will be used to log onto the database to perform the export. |
| First Name | First Name of the user. |
| Last Name | Last Name of the user. |
| Language | Language of the user. Select a language from the drop-down list. |
| Domain | The domain that the user logs in with. This can be local, for users that exist independently in PhixFlow, or one of the configured active directory domains, if an integration with active directory has been set up. See Configure Active Directory Integration for details. |
| Organisation | The users Organisation. For local users this is free format text. For AD users this is the Organisation supplied by AD. |
| Password | This is only visible for local users. You can set the user's password by updating this field. If this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export ticked, this password will be used to log onto the database to perform the export. |
| Confirm Password | This is only visible for local users. Confirmation of the Password entered above. |
| Password Policy | This is only visible for local users. The Password Policy that the user's password will be checked against. The built in Password Policy is selected by default. The default system password policy can be changed in the System Configuration editor. Administrators can select another option from the drop-down list. See the Password Policy Details form. |
| Default Dashboard | Default dashboard of the user. Select a value from the drop-down list. |
| Default Application | The default application is the application that will be loaded when the user logs in if they haven't specified an application in the URL. |
| Email Address | Email Address of the user. For AD users this is the email address supplied by AD. |
| Phone Number | Phone number of the user. For AD users this is the phone number supplied by AD. |
| Enabled | This is only visible for local users. Disabled users can still receive emails sent by PhixFlow task plans or file exporters, but they cannot log in to PhixFlow. |
| Account Locked | This is only visible for local users. If ticked, the user's account is locked due to too many login failures. Untick to unlock the account. |
| Send Alerts by SMS | If ticked, the user can receive SMS alerts, if configured n a PhixFlow process, to the phone number defined in their user details. |
| Send Alerts by Email | If ticked, the user can receive email alerts, if configured in a PhixFlow process, to the email address defined in their user details. |
| Open in Design Mode | If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode. |
| Last Activity Time | The last time the user performed an action in PhixFlow. |
User Groups
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A list of the user groups that the user belongs to.
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This section has a toolbar with standard buttons and
.Insert excerpt _user_group _user_group nopanel true
The grid contains a list of user groups to which this user belongs. To add a user group to the list:
- Click
to list all the user groups in the repository.Insert excerpt _user_group _user_group nopanel true - 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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For Active Directory users, the list of user groups shown for the user is read-only.
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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
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available for local users
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Security questions are used to verify users when they go through the lost/ forgotten password process.
. 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 |
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| PhixFlow shows the (read-only) date/time of the last password reset link. |
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| Current Reset Attempts |
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PhixFlow shows the number of |
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Form Icons
The form provides the standard form icons.
See Also
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failed password-reset attempts. |