Versions Compared

Old Version 18

changes.mady.by.user Fiona Sargeant

Saved on

compared with

New Version Current

changes.mady.by.user Anthony George

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Insert excerpt
_Banners
_Banners
nameadministration
nopaneltrue
Should

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

Insert excerpt
_admin_user_topic
_admin_user_topic
nopaneltrue

See Also

Child pages (Children Display)
depth4

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.

Note

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

The Startup User

When PhixFlow is first installed a user will be created that allows an administrator to login. The user details will depend on which version of PhixFlow you have installed:


Expand
titlePost-Version 11

The recommended minimum basic install will create a new user called admin. The password will be autogenerated and written to the ../tomcat/security.log file. It is strongly recommended that this password is changed immediately after installation.

username: admin

password: see security.log


Expand
titlePre-Version 11

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

  • name: Startup 
  • password: Startup

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. 

Alternatives:


Tip

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

your PhixFlow support team

support@phixflow.com.

panel



User List borderColor

Anchor

#7da054Open the user list expanding the section 

detailedUserList

titleColorwhitetitleBGColor#7da054borderStylesolidtitleSections on this page

Table of Contents
indent12px
stylenone

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

detailedUserList

You can view and manage user accounts:

  • either in the Full Repository →  
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
 in the repository.Detailed User List AnchordetailedUserListdetailedUserListYou can open the detailed users list by right clicking on the header 
  •  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 
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
 in the repository and selecting 
  •  and select 
    Insert excerpt
    _detailed_list
    _
show
  • detailed_list
_showAdd a User
  • nopaneltrue
    .

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

. This contains summary information for all users and the date and time of the last action performed by each user.
  • The 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 new user account you must have the privilege Administer Users, User Groups and Roles and Create User.

Either, in the repository, right-

click on

click 

Insert excerpt
_user_repo
_user_repo
nopaneltrue

 and click

 and select 

Insert excerpt
_

add

new
_

add

new
nopaneltrue
 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 then these users can be added in bulk to the user group

by the following method:Create

.

  1. In the repository, create each user individually. 
Open the User Group
  1. In the repository, open the user group to which you want to associate the users.
In
  1. Open the user list
, highlight
  1. . Select all the users you want to add from the 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

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 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 
    Insert excerpt
    _user_repo
    _user_repo
    nopaneltrue
     section.
  2. Right-click a user account.
  3. Select 
    Insert excerpt
    _delete
    _delete
    nopaneltrue
    .

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 
    Insert excerpt
    _delete
    _delete
    nopaneltrue
    .

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 
    Insert excerpt
    _delete
    _delete
    nopaneltrue
    to remove the
UserNote: Please contact your PhixFlow support group if
  • selected users.
Tip

If you accidentally delete a user, please contact support@phixflow.com.

Deleted User List

Deleted users do not appear in the repository or on the user list. You can see a list of all the deleted users. Right-click 

Insert excerpt
_user_repo
_user_repo
nopaneltrue
 and select Show deleted users.

Insert excerpt
Import Configuration
Import Configuration
nopaneltrue


See Also

Child pages (Children Display)
depth4