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This page is for PhixFlow
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administrators who need to set up groups of users with access to specific objects, data and processes in PhixFlow. It describes the user group
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Table of Contents style none
Overview
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properties. Insert excerpt _admin_user_
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topic _admin_user_
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topic nopanel true
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Overview
Use the user group property tab to add users to a user group
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. The user group inherits privileges from the roles listed in the
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property tab
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See also:
- PhixFlow User Administration
- Controlling Access to Applications
- Managing User Groups and Privileges
- Managing the User List
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; see Roles and Privileges. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. If you need to restrict user access to sub-sets of modelling objects, display components etc. you can add the objects to this property tab.
Tip |
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When you add modelling objects or applications to the user group, remember to check their Access Permissions. If All Users Can View Data is unticked, then you must provide access to the object by:
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Adding or Changing a User Group
To create or change a user group, in the repository scroll down to the
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To change an existing user group, double-click on the name to open its property tab.
To add a new user group, right-click
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Basic Settings
Field | Description |
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Name |
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Enter the name of the user group. | ||||||
External Login Groups
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Enter the names of the external login groups that will be mapped to this user group. Use {instance} to include the PhixFlow instance name. See Configure Active Directory Integration for details. Separate multiple names with a semi-colon. Spaces are taken to be part of the group name. |
External Login Groups Evaluated |
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PhixFlow displays the names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used. |
Users
The grid contains a list
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of users assigned to this group; see User. To add a PhixFlow
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user to the list:
- Click
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- list the
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- users in the repository.
- Drag users into this list to add them to the group.
Only existing PhixFlow users can be added to a group in this way. To add external users, use the Basic Settings → External Login Groups field set a group (or groups) of external users, then map the external login group(s) to a PhixFlow user group.
To remove users from the group, use the toolbar button
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.
Roles
This section has a toolbar with standard buttons.
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The grid contains a list of user groups assigned to this
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role; see Roles. To add
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a user group to the list:
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- Click
to list all theInsert excerpt _roles _roles nopanel true
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- user groups in the repository.
- Drag
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- user groups into this list to add them to the
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- role.
To remove
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user groups from the
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role, use the toolbar button
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Double-click a role to open its settings tab. Expand the Privileges section to see the specific privileges inherited by this user group.
Streams
This section has a toolbar with standard buttons.
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Tables
The grid contains a list of the tables assigned to this group; see Table. To add
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tables to the list:
- Click
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list _
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to list thetable_list nopanel true
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- tables in the repository.
- Drag
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- tables into this list to add them to the group.
To remove roles from the group, use the toolbar button
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Dashboards
This section has a toolbar with standard buttons.
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Screens
The grid contains a list of screens assigned to this group; see Screen. To add
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screens to the list:
- Click
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screen _
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to list thescreen nopanel true
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- screens in the repository.
- Drag
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- screens into this list.
To remove
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screens from the group, use the toolbar button
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Views
This section has a toolbar with standard buttons.
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The grid contains a list of the views assigned to this group; see View. To add
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screens to the list:
- Click
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view_
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show _
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view_
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show nopanel true
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- to list the
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- tables in the repository. Expand a
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- table to see its views.
- Drag
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- views into this list.
To remove
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views from the group, use the toolbar button
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Table-Actions
This section has a toolbar with standard buttons.
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The grid contains a list of the table-actions assigned to this group; see Table-Action. To add
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table-actions to the list:
- Click
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record_action _
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to list therecord_action nopanel true
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- table-actions in the repository. Expand a
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- table to see its table-actions.
- Drag
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- table-actions into this list.
To remove
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table-actions from the group, use the toolbar button
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Applications
This section has a toolbar with standard buttons.
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The grid contains a list of the applications assigned to this group. To add applications to the list:
- Click
to list the applications in the repository.Insert excerpt _application _application nopanel true - Drag applications into this list.
To remove applications from the group, use the toolbar button
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Filters
This section has a toolbar with standard buttons.
A list of the filters assigned to this group. To add filters to the list:
- Click
to list theInsert excerpt _filter _filter nopanel true
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- tables in the repository. Expand a
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- table to see its filters.
- Drag filters into this list.
To remove filters from the group, use the toolbar button
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Sort Orders
This section has a toolbar with standard buttons.
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The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:
- Click
to list theInsert excerpt _sort_order _sort_order nopanel true
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- tables in the repository. Expand a
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- table to see its sort orders.
- Drag sort orders into this list.
To remove sort orders from the group, use the toolbar button
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Access Permissions
Anchor | ||||
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Field | Description | ||||||||||||
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Restrict Who Can Manage Members of this User Group | Users with the Administer Users, User Groups and Roles privilege can always add or remove a user from this group.
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User Groups | Available when Restrict Who Can Manage Members of this User Group is ticked. |
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To add specific user groups to the list:
Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in this list. |
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