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This page is for PhixFlow administrators who need to assign roles, with their associated privileges, to user groups. It describes the role properties. 

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Overview

Roles represent the type of access required to do specific tasks in PhixFlow, for example, Designer, User, Administrator. Roles and user groups are linked, and user groups have privileges because of their roles. For more information about how users, user groups, roles and privileges are connected, see pages in the User Administration topic.

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Adding or Changing a Role

To find roles, in the repository scroll down to the 

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 section and expand it.

To change an existing role, double-click on the name to open its property tab.

To add a new role, right-click

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 and select 
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. PhixFlow opens a property tab where you can enter the details for the new role.

The Roles Property Tab

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Basic Settings 

FieldDescription
NameRequired. The name of the role.

Privileges

This section has a toolbar with standard buttons and

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The grid contains a list of the privileges assigned to this role; see Privileges. To add more privileges to the list:

  1. Click 
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     to list all the privileges in the repository.
  2. Drag privileges into this list to add them to the role.

To remove privileges from the group, use the toolbar button 

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Double-click a privilege to open its property tab. Expand the Roles section to see the specific user roles to which this privilege is assigned.

Tip

To add a privilege to several roles at the same time:

  1. Double-click a privilege to open its property tab.
  2. Expand the Roles section, which lists the specific user roles to which this privilege is assigned.
  3. Click the toolbar icon 
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     to list all the roles in the repository.
  4. Drag the roles into the list.

User Groups

This section has a toolbar with standard buttons and 

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The grid contains a list of user groups assigned to this role; see User Group. To add a user group to the list:

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     to list all the user groups in the repository.
  2. Drag user groups into this list to add them to the role. 

To remove user groups from the role, use the

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 in the toolbar.

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