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

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Overview

See Also

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Note

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

The Startup User

When PhixFlow is first installed, it has a special user account to enable login. This account has:

  • name: Startup 
  • password: Startup


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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

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. 

Alternatively, delete the startup user; see Deleting Users, below.

Tip

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

your PhixFlow support team.

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 sectionImage Removed - Users in the repository browser.

support@phixflow.com.

User Lists 
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Detailed User List

You can

open the detailed users list by right clicking on the header Image Removed - Users in the repository browser and selecting Image Removed Show a detailed list. This contains summary information for all users and

view and manage user accounts:

  • either in the Full Repository →  
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     section
  • or in the user 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 
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     and select 
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    .

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

  • The user
.Add a 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.
    You can change users from local to mixed and mixed to local by dragging the user to a different domain in the repository. 

Creating Users

To add a user: right click on the header Image Removed - Users in the repository browser and press Image Removed Add User. See the page User for details of the settings new user account you must have the privilege Administer Users, User Groups and Roles and Create User.

Either, in the repository, right-click 

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 and select 
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 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.

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 by the following method:

Create

user group.

  1. In the repository, create each user individually
  • Open the User Group you wish to associate all the users to
    • Highlight
    1. . 
    2. In the repository, open the user group to which you want to associate the users.
    3. Open the user list. Select 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. 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.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
    1. user group.

    Adding 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 Access Permissions on User Groupsuser, see the User Group page Access Permission section.

    Deleting Users

    Note that Users User accounts are referenced in several places within PhixFlow e.g. they . 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. Note however that log Log messages and audit trails will still maintain a record of the actions performed by a deleted user.

    To delete a single 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 from the repository:

    1. In the repository, expand the 
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       section.
    2. Right-click a user account.
    3. Select 
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      .

    To delete multiple users from the user list:

    1. Open the user list. Select all the user accounts you want to delete.
    2. At the top of the list, click 
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      .

    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 
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      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.