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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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Overview

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properties. 

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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 pages in the  PhixFlow User Administration topic.

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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

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:

  1. Assigning user groups to the object.
  2. Adding the user(s) to one of those user groups.


Adding or Changing a User Group

To create or change a user group, in the repository scroll down to the 

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  section. 

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

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Basic Settings

FieldDescription
Name

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Enter the name of the user group.
External Login Groups
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externalLoginGroups

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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

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The grid contains a list of users assigned to this group; see User. To add a PhixFlow

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user to the list:

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  1.  to list the users in the repository.
  2. 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

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The grid contains a

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list of

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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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  1. Click
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     to list all the

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  1. user groups in the repository.
  2. Drag

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  1. user groups into this list to add them to the

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  1. 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

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Tables

The grid contains a list of the

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tables assigned to this group; see Table. To add

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tables to the list:

  1. Click 
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  1. list
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     to list the

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  1. tables in the repository.
  2. Drag

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  1. 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

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Screens

The grid contains a list of

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screens assigned to this group; see Screen. To add

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screens to the list:

  1. Click 
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    to list the

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  1. screens in the repository.
  2. Drag

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  1. screens into this list.

To remove

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screens from the group, use the toolbar button 

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.

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Views

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The grid contains a list of the

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views assigned to this group; see View. To add

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screens to the list:

  1. Click 
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  1. view_

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  1. show
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  1. view_

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  1. show
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  1.  to list the

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  1. tables in the repository. Expand a

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  1. table to see its views.
  2. Drag

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  1. views into this list.

To remove

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views from the group, use the toolbar button 

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.

Stream Actions

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Table-Actions

The grid contains a list of the

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table-actions assigned to this group; see Table-Action. To add

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table-actions to the list:

  1. Click 
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  1. record_action
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     to list the

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  1. table-actions in the repository. Expand a

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  1. table to see its table-actions.
  2. Drag

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  1. 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

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The grid contains a list of the applications assigned to this group. To add applications to the list:

  1. Click
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     to list the applications in the repository.
  2. Drag applications into this list.

To remove applications from the group, use the toolbar button 

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Filters

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A list of the filters assigned to this group. To add filters to the list:

  1. Click
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      to list the

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  1. tables in the repository. Expand a

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  1. table to see its filters.
  2. Drag filters into this list.

To remove filters from the group, use the toolbar button 

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Sort Orders

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The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:

  1. Click
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      to list the

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  1. tables in the repository. Expand a

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  1. table to see its sort orders. 
  2. Drag sort orders into this list.

To remove sort orders from the group, use the toolbar button 

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.

Access Permissions 
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permissions

FieldDescription
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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 so that users with the Add and Delete Users from a User Group can also add or remove a user from this group.

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tick
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tick
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 to add an additional constraint. PhixFlow adds a User Groups list to this section. 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 the User Groups list.

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:

  1. Click 
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     to list the user groups in the repository.
  2. Drag a user group into this 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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