Roles are added through the role list. The Role list shows all Roles configured in PhixFlow. To add a new Role please do the following:

Open the Role List

Open the Role list by clicking on the Role button ‘ ’ on the left hand side of the main PhixFlow menu. ‘Pin’ the Role menu open by pressing the ‘ ’ icon.

Add a Role

To add a Role press the green ‘plus’ sign which brings up the ‘Role Editor’ form. The following fields must now be completed:

Field	Description	Example Value
Name	Name of the Role. The Role will be referred to by this name elsewhere in PhixFlow.	Schedule Tasks

The following fields are configured through separate tabs on the user editor:

Privileges

This shows the list of Privileges assigned to this Role. To add a Privilege to a Role, open the Privileges list and drag one or more into this tab.

Please note that if you want to add a Privilege to several Roles at the same time, this is best done by opening the Privilege form and dragging the required roles into the “Role” tab.

User Groups

This shows the list of User Groups that have this Role. To add one or more User Groups to a role, select the User Groups from the User Groups list and drop them into this tab.

Description

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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.

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Basic Settings

Field	Description
Name	Required. 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:

Click
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to list all the privileges in the repository.
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:

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

Click
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to list all the user groups in the repository.
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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Versions Compared

Old Version 2

New Version Current

Key

Open the Role List

Add a Role

Privileges

User Groups

Description

Overview

Adding or Changing a Role

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Basic Settings

Privileges

User Groups

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Page Comparison

Versions Compared

Old Version 2

New Version Current

Key

Open the Role List

Add a Role

Privileges

User Groups

Description

Overview

Adding or Changing a Role

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Basic Settings

Privileges

User Groups

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