Insert excerpt

	_Banners
	_Banners
name	administration
nopanel	true

Child pages (Children Display)depth4

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

Insert excerpt

	_admin_user_topic
	_admin_user_topic
nopanel	true

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.

Should Managing Users

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

title	Post-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

title	Pre-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:

Delete the startup user; see Deleting Users, below.
Disable the startup user's encoder; see the Removing Old Encoders section of Understanding Password Encryption.

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.

User List
Anchor
detailedUserList
detailedUserList

You can view and manage user

accounts

accounts:

either in the Full Repository →
Insert excerpt
_user_repo
_user_repo
nopanel true

section

section
or in the user

list;

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
nopanel true
and

select Show a detailed list

Panel

borderColor	#7da054
titleColor	white
titleBGColor	#7da054
borderStyle	solid
title	Sections on this page

Table of Contents

indent	12px
style	none

Creating Users

You can add user accounts

in the repository: see Full repository →
in the user list.

To add a new user account you must have the privilege Administer Users, User Groups and Roles and Create User.

Step 1 Open the User List

Open the user list by expanding the section Insert excerpt_user_repo_user_reponopaneltrue in the repository. The

select
Insert excerpt
_detailed_list
_detailed_list
nopanel true
.

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

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

You can change users from local to mixed and mixed to local by dragging the user

name

to a different domain in the repository.

Detailed User List AnchordetailedUserListdetailedUserListYou can open the detailed users list by right clicking on the header Insert excerpt_user_repo_user_reponopaneltrue in the repository and selecting Insert excerpt_list_show_list_shownopaneltrue. This contains summary information for all users and the date and time of the last action performed by each user.

Step 2 Add a User

To add a user, in the repository right-click on

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

Insert excerpt

	_user_repo
	_user_repo
nopanel	true

and click

and select

Insert excerpt

	_

add

new
	_

add

new
nopanel	true

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.

Step 3 Associate
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
.
In the repository, create each user individually.
Open the User Group
In the repository, open the user group to which you want to associate the users.
In
Open the user list
, highlight
. Select all the users you want to add from the user group. Use Shift+click or Ctrl+click to select multiple users.
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 GroupPhixFlow opens
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
User accounts are referenced in several places within PhixFlow. 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. Log messages and audit trails will still maintain a record of the actions performed by a deleted user.
To delete a single user from the repository:
In the repository, expand the
Insert excerpt
_user_repo
_user_repo
nopanel true
section.
Right-click a user account.
Select
Insert excerpt
_delete
_delete
nopanel true
.
To delete multiple users from the user list:
In the repository, right-click Users.
Select Show a Detailed List
Open the user list.
Tick
Select all the user accounts you want to delete.
Click
At the top of the list, click
Insert excerpt
_
remove
delete
_
remove
delete
nopanel true
press the red cross on the top of the list. A warning will appear advising
.
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
nopanel true
to remove the
UserNote: Please contact your PhixFlow support group if you accidentally delete a user.
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
nopanel true
and select Show deleted users.
Insert excerpt
Import Configuration
Import Configuration
nopanel true

See Also
Child pages (Children Display)
depth 4

Versions Compared

Old Version 20

New Version Current

Key

See Also

The Startup User

User List
Anchor
detailedUserList
detailedUserList

Creating Users

Step 1 Open the User List

Step 2 Add a User

Creating Users

Associating Multiple Users to a User Group

Deleting Users

Deleted User List

See Also

Page Comparison

Versions Compared

Old Version 20

New Version Current

Key

See Also

The Startup User

User List AnchordetailedUserListdetailedUserList

Creating Users

Step 1 Open the User List

Step 2 Add a User

Creating Users

Associating Multiple Users to a User Group

Deleting Users

Deleted User List

See Also

User List
Anchor
detailedUserList
detailedUserList