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.
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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.
Alternatively, delete the startup user; see Deleting Users, below.
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If you accidentally disable or delete all users with the ability to administer other users, please contact |
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User
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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
Open the user list by clicking on the users button 
on the left hand side of the main PhixFlow menu. ‘Pin’ the User menu open by pressing the
icon.
Please note you may find it useful to open and pin the list of available User Groups at this stage too (although User Groups are not required until later), this is done by clicking the 
button either in the current window or along the left hand side of the PhixFlow main window. ‘Pin’ the User Group menu open by pressing theicon.
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From the user list you can open the detailed user list by pressing
Add a User
To add a user press the green ‘plus’ sign 
which brings up the ‘User Editor’ form. The following fields must now be completed:
Field | Description | Example Value |
First Name | User's first name | John |
Last Name | User's last name | Smith |
Language | Select a value from the drop-down list | English |
Default Dashboard | Select a value from the drop-down list | <null> |
Email address | User's email address | |
Send Alerts By Email | Check if the user wishes to receive updates by email when specific Alarms are raised | Checked |
Mobile Number | User's mobile number | <null> |
Send Alerts By SMS | Check if the user wishes to receive updates by SMS when specific Alarms are raised | Not checked |
Login Name | The name that the user will log in to PhixFlow with | jsmith |
Password | The password that the user will log in to PhixFlow with | A53yu9PLEd89 |
Confirm Password | Second entry of password to confirm spelling. | A53yu9PLEd89 |
Allow Login | Check when the configuration is complete and this user is ready to go live. Uncheck when you want to remove the right of this user to login. | Checked |
Before moving on to the next section you must apply the changes you have made so far by pressing the ‘apply’ icon 
. Please note, you could also use the ‘OK’ icon 
but this would close the User window and you would have to open it again to proceed.
Associate User Groups
Select the ‘User Groups’ tab on the user details form to specify the User Groups which should contain the newly created User.
User Groups are added to the User by dragging and dropping the required User Group from the list of all User Groups.
To associate a User Group to a User, open the list of available User Groups (if not already open) by clicking the 
button either in the current window or along the left hand side of the PhixFlow main window. ‘Pin’ the User Group menu open by pressing the 
icon.
Drag and drop the required User Groups onto the User Groups view in the User Editor form. Once done, click OK and the User creation process is complete.
The screen shot below shows a User Group (Operators) being dragged over to the User window, the User Group being dragged is circled in red. The solid arrow shows the path the Users have travelled. Once it has reached the User Group tab (path shown by dotted arrow) it will be released.
The screen shot below shows the User Group once it has been added:
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Lists
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You can view and manage user accounts:
- either in the Full Repository →
sectionInsert excerpt _user_repo _user_repo nopanel true - 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
and selectInsert excerpt _user_repo _user_repo nopanel true
.Insert excerpt _list_show _list_show 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.
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
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Associating Multiple Users to a User Group
If you are creating multiple new users who require the same
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user group then these
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users can be added in bulk to the
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user group.
- In the repository, create each user individually
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- .
- In the repository, open the user group to which you want to associate the users.
- Open the user list. Select all the users you
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- want to add from the
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- user group. Use Shift+click or Ctrl+click to select multiple users.
- Drag the selected list into the Group Members tab of the
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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.
The screen shot below shows 3 Users (A Test, Administrator and Albert Einstein) being dragged over to the Group Members tab of the User Group window. The Users being dragged are circled in red. The solid arrow shows the path the Users have travelled. Once they have reached the Group Members tab (path shown by dotted arrow) they will be dropped.
The screen shot below shows the 3 Users once they have been added:
Delete Users
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- 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
User accounts are referenced in several places within PhixFlow
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. 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.
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Log messages and audit trails will still maintain a record of the actions performed by a deleted user.
To delete a single user
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from the repository:
- In the repository, expand the
section.Insert excerpt _user_repo _user_repo nopanel true - Right-click a user account.
- Select
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To delete multiple users from the user list:
- Open the user list. Select all the user accounts you want to delete.
- At the top of the list, click
.Insert excerpt _delete _delete nopanel true
PhixFlow warns you that you are about to delete
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one or more users.
- Click Cancel to quit without deleting the
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Note: Please contact your PhixFlow support group if you occidentally delete a user.
Change User Passwords
A user with the “Set User passwords” Privilege can change user passwords (even if they have no other Privilege). To change a user password:
Open the user list by clicking on the users button on the left hand side of the main PhixFlow menu and double click on the user whose password should be changed.
- Enter the new password in the “Password” field.
- Enter the new password again in the “Confirm Password” field
- Do not change any other field (unless you have the “Administer Users, User Groups and Roles” privilege).
- Press the ‘apply ‘ ’ or the ‘OK’ icon
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- selected users.
- Click
to remove the selected users.Insert excerpt _delete _delete nopanel true
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If you accidentally delete a user, please contact support@phixflow.com. |