PhixFlow user - either a "local" user, that is, only defined in PhixFlow, and independent of any other part of your infrastructure; or an "AD" user - that is, a user created automatically in PhixFlow if you have set up integration with Microsoft Active Directory, and a user have logged into PhixFlow by this means.
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To edit users, you must belong to a user group that in turn includes a role with privilege Administer Users, User Groups and Roles |
The following fields are configured for each PhixFlow userYou can add rules to file exporters and task plans to send emails to users configured in PhixFlow.
For each rule, the following fields are configured:
| Field | Description | |
|---|---|---|
| Basic Settings | ||
| 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 PhixFlow Active Directory Guide 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. | |
| 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 | ||
A list of the user groups that the user belongs to. For AD users, the PhixFlow user groups that the user belongs to are determined by the mappings defined between AD user groups and PhixFlow user groups. See PhixFlow Active Directory Guide for details. For AD users, the list of user groups shown for the user is read-only.] For local users, press the button | ||
| Security Questions | ||
This section is only visible for local users. Security questions are used to verify users when they go through the lost/ forgotten password process. | ||
| 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 | The date/time of the last password reset link. Read-only. | |
| Maximum Reset Attempts | HELPDEVTODO: confirm this really is different from the Current Reset Attempts in the old gui The number of times the user has attempted (and failed) to reset his password. | |
| Description | ||
| Description | A description for the user.User | The User to be notified if the rule expression returns /wiki/spaces/HELPTRUNK/pages/47218879. |
| Email As | Specifies the type of email is to be sent to the recipient, can have values:
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| Expression | The rule expression to be evaluated. If /wiki/spaces/HELPTRUNK/pages/47218879, the User will be sent the email. | |
Form Icons
The form provides the /wiki/spaces/HELPTRUNK/pages/47219099
Form Icons
The form provides the standard form icons.
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