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To edit a user account, 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 user:
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The login name that the user will log into PhixFlow with.
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You can add individual users to user groups. Members of a user group have the privileges of their roles. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. For information about how users, user groups, roles and privileges work together, see:
- Managing the User List
- Managing User Groups and Privileges
- Prevent Users from Viewing Specific Columns of Data.
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Adding or Changing a User Account
To create or change a user account, in the repository browser scroll down to the
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To change an existing user account, double-click on the name to open its property tab.
To add a new user account, right-click
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Basic Settings
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Some users need to run analysis on models that include database export. When the datasource has the option Use User credentials on export ticked, |
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PhixFlow automatically uses the Login Name and Password to log into the database. |
| Field | Description |
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| Login Name | Required. Enter a name with which the user will log into PhixFlow. |
| First Name |
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| Required. Enter the first name of the user. |
| Last Name |
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| Enter the last name of the user. |
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| Locale | Required. Select the user's country from the drop-down list. |
| Domain |
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Enter the domain that the user logs in with. |
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For PhixFlow user accounts that are not integrated with other user management systems, enter For users configured via active directory, enter an active directory domain. | |
| Organisation | Enter your organisation name. For users configured via active directory, this is the organisation name supplied by active directory. |
| Password | Available for local users only. Enter a password for the user the user's password by updating this field. |
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Users can change their password here if they have the privilege Administer Users, User Groups and Roles. Alternatively, they can change their password from the | ||||||||||||||||
| Confirm Password |
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| Available for local users only. |
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| Re-enter the password to confirm it. |
| Password Policy |
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Required. Available for local users only. |
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PhixFlow checks that the |
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password meets the requirements configured in the password policy. By default, PhixFlow shows the password policy configured for the whole system; see System Configuration. If you want this user's password to use different rules that have been defined in a policy, select the policy from the drop-down list. |
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| Default Dashboard |
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| Select a dashboard that PhixFlow will display when the user |
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| logs in. |
| Default Application |
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| Select an application that PhixFlow will |
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| load when the user logs in |
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| . Users can override the default by specifying an alternative application in the URL that they use to access PhixFlow. |
| Email Address |
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Enter an email address for the user. For |
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users configured via active directory, enter an active directory email. |
| Phone Number |
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Enter a phone number of the user. For |
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users configured via active directory, enter an active directory phone number. |
| Enabled |
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Available for local users |
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only.
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. User accounts with Enabled unticked do not permit the user to log into PhixFlow. |
| Account Locked |
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Available for local users |
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only.
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| Send Alerts by SMS |
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PhixFlow models or applications may be configured to send SMS messages to users.
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| Send Alerts by Email |
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PhixFlow models or applications may be configured to send emails to users.
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| Open in Design Mode | If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode.
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| Last Activity Time |
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| PhixFlow display the most recent time that 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 |
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| 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. |
| Tip |
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From version 8.0.9, you can save the user properties without specifying any of the security questions and answers. However, once you have added a question and answer for one, you must complete them all before saving the user properties. |