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

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PhixFlow Default User Groups

PhixFlow has 6 user groups enabled by default

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. Each user group has its own role, which defines the privileges for the group. We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.

We recommend that you create an App-User and App-Admin user group and associated role for PhixFlow. In the role you can configure the privileges related to using and managing applications

When a new application is created, PhixFlow automatically creates 2 user groups that belong to the application. The application creator is added to the user groups. Use these groups to configure the roles and privileges required to use and manage the completed application. If you have configured the App-User and App-Admin user groups and roles at the system level, you can simply refer to them in the application user groups. Otherwise, you have to set the privileges separately for each application; see Controlling User Access to Applications.

The user groups are :

User GroupAssociated RoleDescription
Default User Groups (maintained by PhixFlow)
AdministratorsAdministrator

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Members can add new

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users and modify other user's accounts. Only members of this group can create, delete or update another users' credentials.
DesignersModeller

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Members can create models and applications. They can also update general configuration options.
Guests

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GuestMembers can view configurations, but have few other privileges.
Startup

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startup

A user group for the initial setup of a new PhixFlow installation.  When first installed, PhixFlow creates a startup user in this group, with privileges to administer other users. Once you have added users to the Administrator group, remember to delete this user.

UsersUserMembers can view application screens, data and the repository.
SuperUsersSuperuserMembers have more privileges than users. Use this group for application designers or model managers. Superuser's have full access to PhixFlow data and can create filters and views on it

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Only users who are part of the Administrators User Group can create, delete or update another users' credentials.

If a new User Group is required then it can be added through the User Group list. The User Group list shows all User Groups configured in PhixFlow. To add a User Group please carry out the following:

Open the User Group List

Open the User Group list by expanding the section Image Removed User Groups in the Repository Browser. User Groups may be created in the full repository or under an application.

Adding a User Group

To add a user group right click on the section heading Image Removed User Groups in the Repository Browser and select Image Removed Add User Group. For more details on the User Group configuration see 9711231560.

For details on who can add or remove users from a user group, see Access Permissions below.

Users

This table lists the users that belong to this User Group. To add a user to a group open the user list and then drag and drop one or more users into this tab. Please note, users can be associated with User Groups from both the user form (by dragging and dropping the User Group onto the user), and the User Group form (by dragging and dropping the user onto the User Group).

Roles

This tab lists the Roles that are assigned to users in this User Group. To add a Role to a group, open the Role list and drag one or more into this tab.

Streams

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Recommended Roles Configured:
  • either in the Full Repository, if you want all applications to use the same role
  • or in the application-specific repository, if you want to create a separate role for each application.
-AppUser

Requires configuration with the privileges required for application users to access and run applications. 

-AppAdminRequires configuration with the privileges required for application managers to maintain an application.
Application User Groups; see Controlling User Access to Applications
appname*

AppUser

The administrator or application designer must add users, roles and privileges to enable members to use the application.

appname_Admin 

AppAdmin

The administrator or application designer must add users, roles and privileges to enable members to manage the application.
For example, you may want to provide an application administrator with permission to approve certain actions, to run data management tasks or to add users to the application.

*appname is the application's name.

Adding or Changing a User Group

To configure PhixFlow to have a different set of permissions, create:

  • a new user group and define the PhixFlow components that users can access.
  • a new role that specifies the privileges.

To see the list of existing user groups, in the Full Repository, scroll down to

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 and expand the section. If you are managing users for an application, find and expand the application name, and scroll to the user groups listed for the application.

To change a user group, double-click on the name and edit the properties.

To add a new user group, right click 

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 and select 
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; see User Group.

Tip

There are two ways you can add a user to a user group.

  • In the user group properties → Users section, open a list of users and drag one or more into the list.
  • In the user properties → User Group section, open a list of user groups and drag one or more into the list.

Roles and Privileges

The privileges that members of a user group have is controlled by their role.To find out what privileges a user group has, in the user group propertiesRole section, double-click on a role. PhixFlow opens the role properties where the Privileges section lists all the privileges. For example, the Modeller privilege includes List Database Exporters, Modify Database Exporters and View Database Exporters.

User groups can have multiple roles. For example you may want a group of users who can both create models and add filters to views on the models. In this case you could add the two roles Designers and SuperUsers. 

Note

We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.

Restricting Access to Modelling Objects

By default, PhixFlow is set up to allow all users

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To add a Stream, open the Stream list and drag one or more into this tab. Note that this access permission can also be granted by opening up the Stream form and dropping User Groups onto the Stream User Group tab.

Access Permissions

This tab allows you to restrict who can add or remove members from the user group. If it is ticked, you'll see a list of user groups.

Adding or removing users from the User Group is permitted for the following users:

  1. Users with the UserAdministration privilege.
  2. Users with the EditUserGroupMembers, who are also in one of the configured groups under Access Permissions.

The same restrictions also apply when dragging user groups on to a user configuration pane.

Description

A description of the User Group can be entered into the free text box under the Description tab.

See Also

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with the relevant privileges to access all items, such as tables, views, screens, filters etc. 

For items that belong to an application or package, the user also requires the privilege to access that application or package; see Controlling User Access to Applications.

You may need to restrict access to only some items, for example to provide access to specific screens related to a project. To do this:

  1. In the item's properties → Access Permissions section, untick the All Users can View Data check box.
  2. Either, in the item's properties → User Group section, drag in the user group.
    or, in the user group properties, expand the section related to the type of object and drag it into the user group.

Now only users of the specified group can use the item. 

Access Permissions

You can limit which users can add or remove members from a user group. Tick the Access Permissions → Restrict who can manage members of this user group check box. PhixFlow adds a grid where you can drag in other user groups. See User Group > Access Permissions for details.


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