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Overview

To access your user account details:

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  1.  icon next to your name in the top right of the PhixFlow window

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  1. From the menu, select 
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  2. PhixFlow opens the User Details window.

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The User Details window has

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the following sections:

  • Details: your user account details

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  • User Groups: the list of user groups to which you belong. 

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If you

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want to change your password, see Changing or Resetting Your Password.

Details 

FieldDescription
LoginYour login name is set by your administrator. Do not change these details.
First NameThese fields display your personal details.
If necessary, you can update these details

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Default Settings

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and press Save User Details.
Surname
DomainYour network domain is set by your administrator. Do not change these details.

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CompanyThese fields display your personal details.
If necessary, you can update these details and press Save User Details.

Email
Phone Number
Open in Design Mode

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 Toggle on to open PhixFlow in

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. Application designers use this mode to create and configure applications. This includes designing screens, creating workflows and Actionflows, defining data structures and relationships. See Design and Application Mode

Show Contextual Help Panes

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The Help tab provides a instructions that depend on what you are doing. There are also links to the PhixFlow help pages and Training Courses

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 Toggle on to open the context help pane in 

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 the next time you log in. The context help pane is displayed on the right of the PhixFlow window. As long as this option is

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toggled on, PhixFlow shows the

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help pane each time you log in. During a session, you can

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click X to close it.

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 Toggle off to prevent the

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help pane being shown at login.

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The Help pane provides:

  • brief instructions that relate to what you are doing.
  • links to more detailed help pages in the PhixFlow Help.
  • links to Training Courses.

Wherever you see the 

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 icon, click to open the associated detailed help page. This does not open the context help pane.

Set Default Export Password

For user accounts with an empty Export Password, use this

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toggle option to distinguish between passwords set as blank, or passwords not yet set.

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 indicates you or your administrator has

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set a password.

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For user accounts with an empty Export Password, the tick indicates the password has been set as blank.

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 indicates you or your administrator has not yet set a

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password

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Default Export Password

This field is available when 

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Set Default Export Password is

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Your export password is encrypted and is displayed as a line of dots. To update your password, enter a new password with at least 6 characters. 

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When you download an exported configuration, the zip file is encrypted and this password is associated with it. You must specify the same password when you import the file to another PhixFlow instance; see Using the Download Area.

Note

You cannot de-encrypt zip files to view their contents.



Tip

The Export Password options relate to exported configuration zip files. To ensure data security, PhixFlow can encrypt exported configuration zip files. PhixFlow saves the zip files to the download area and deletes them after a time; see Configuring the Download Area

User Groups

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tile lists the user groups and any external login groups to which you belong. These groups control the PhixFlow features and data to which you have access.

To change the user groups or external login groups to which you belong, contact your PhixFlow administrator

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Security Questions

You administrator can set up rules about how long passwords can remain valid; see Password Policy. Depending on the policy, when you reset a password you may be prompted for answers to security questions. Use the Security Questions tab to set 3 possible questions and the answers.

For example, you could set questions such as:

  • the name of your first pet
  • the make of your previous car
  • your favourite food.

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