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To edit a user account, you must belong to a user group that in turn includes a role with privilege Administer Users, User Groups and Roles

This page is for PhixFlow administrators who need to set up user accounts in PhixFlow. It describes the user settings.  Insert excerpt_admin_user_topic_admin_user_topicnopaneltrue

Overview

Each user who needs to log into PhixFlow needs to must have a user account set up. User accounts that only exist in PhixFlow are known as local users. You can integrate PhixFlow with other user management systems. In addition, user accounts are added to user groups to control their access to features, items and data in PhixFlow.

Administrators use the user properties to configure the user accounts. Users can manage their own password and security questions in the User Details window.

Types of PhixFlow User

There are three types of users, depending on whether you manage the user authentication and authorisation:

  • entirely in PhixFlow - local user
  • partly with an external login system - mixed user
  • entirely with an external login system - external user.
User TypeAuthenticationAuthorisation
local userUser logs in with a username and password maintained in PhixFlow.Access is controlled by user groups assigned to the user in PhixFlow.
mixed userUser logs in using integration with AD/ AAD via SAML.Authentication is provided by AD/ AAD; authorisation is provided by PhixFlow. In this case, you must create accounts with the same username in PhixFlow. However, you do not need to set any password.
external userUser logs in with integration with AD/ AAD via SAML or integration with AD via LDAP.Access is controlled by external user groups mapped to PhixFlow user groups on login.

For more information, see:

Users can view and change their own user account details from the 

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 icon window, available at the bottom right of a PhixFlow window; see User Details.

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Info

from the header bar

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; see User Details.

You can add individual users to user groups. Members of a user group have the privileges of their roles. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. For information about how users, user groups, roles and privileges work together, see:

the
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Info

To edit a user account, you must belong to a user group that has a role with the privilege Administer Users, User Groups and Roles.

Adding or Changing a User Account

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

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  section. 

To change an existing user account, double-click on the name to open its property tab.

To add a new user account, 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.

Basic Settings

InfoSome users need to run analysis on models that include database export. When the datasource has the option Use User credentials on export ticked, PhixFlow automatically uses the Login Name and Password to log into the database.

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Basic Settings

FieldDescription
Login Name

Required. Enter a name with which the user will log into PhixFlow. Whatever capitalisation you use, PhixFlow treats the name as all lowercase.

If creating a mixed user the login name must match the name used for the external login provider.

First NameRequired. Enter the first name of the user. For external users, the first name is supplied by the authentication provider.
Last Name

Enter the last name of the user. For external users, the last name is supplied by the authentication provider.

Locale

Required. Select the user's country from the drop-down list.

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Domain

Enter the domain

that

with which the user logs in

with

. For PhixFlow user accounts that are not integrated with other user management systems, enter local.

For users configured via active directory, enter an active directory domain

The drop-down list displays all external login domains for authentication only. These are configured in phixflow-login.xml.

The domain set here also affects the user list in the repository as follows:

  • PhixFlow lists users grouped by domain.
  • Changing the domain here also changes where the user is listed in the repository. 
  • Dragging a user to a different domain in the repository also changes the domain set in this property.
User TypeRead-only. PhixFlow displays LOCAL, MIXED or EXTERNAL, depending on the configuration of the properties.
OrganisationEnter your organisation name. For external users
configured via active directory
,
this is
the organisation name is supplied by
active directory
the authentication provider.
Password

Available for local users only. Enter

a password for the user

the user's password

by updating this field

.

Users can change their password

here if they have the privilege Administer Users, User Groups and Roles. Alternatively, they can change their password from the  Insert excerpt_user_usernopaneltrue menu → 

:

  • in their 
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 →
tab.Confirm PasswordAvailable for local users only. Re-enter the password to confirm it.
  • here, if they have the privilege Administer Users, User Groups and Roles. 
Password Policy

Required. Available for local users only.

 PhixFlow

 

Keep the default password policy, or select an alternative. PhixFlow checks that the password meets the requirements configured in

the password

the password policy.

By default, PhixFlow shows the

 The default  password policy is configured for the

whole system; see System Configuration.If you want this user's password to use different rules that have been defined in a policy, select the policy from the drop-down list

PhixFlow instance in System Configuration.

Default DashboardSelect a dashboard that PhixFlow will display when the user logs in.
Default ApplicationSelect an application that PhixFlow will load when the user logs in. Users can override the default by specifying an alternative application in the URL that they use to access PhixFlow.
Email Address

Enter an email address for the user. PhixFlow uses this address to send notification emails. These are configured in the Send by Email sections of:

These link to User Notification Rules.

For external users

configured via active directory, enter an active directory email. 

, the email address is supplied by the authentication provider.

Phone Number

Enter a phone number of the user. 

For external users

configured via active directory, enter an active directory phone number

, the phone number is supplied by the authentication provider.

Enabled

Available for local and mixed users only.

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 to allow the user to log into PhixFlow. 

You can only enable a user if the Password has been set.

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 for user accounts that you set up

 to disable a user account, so that the user cannot log into PhixFlow. When you disable a user account, PhixFlow does not check the account details, such as password or security questions. If a user account is only needed to receive emails sent by PhixFlow task plans or file exporters

. User accounts with Enabled unticked do not permit the user to log into PhixFlow

, tick this box.

Account Locked

Available for local users only.

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 the account is unlocked and the user can log in.

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 indicates there have been too many login failures and PhixFlow has locked the account to prevent unauthorised access. Untick the check box to unlock the account. The permitted number of login failures is configured in the password policy.

Send Alerts by SMS

PhixFlow models or applications may be configured to send SMS messages to users.

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 to allow PhixFlow to send SMS alerts to this user's Phone Number.

 the account is unlocked and the user can log in.

Password Reset Locked

Available for local users with a password policy that permits password reset.

 

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 to prevent PhixFlow from sending SMS alerts to this user.Send Alerts by EmailPhixFlow models or applications may be configured to send emails to users

 indicates there have been too many failed attempts to answer the security questions and PhixFlow has disabled password reset for this user. Untick the check box to allow password reset. The permitted number of reset attempts is configured in the password policy.

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 to allow PhixFlow to send emails to this user's Phone Number.

 the user may perform a password reset.

Open in Design Mode

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 to

prevent PhixFlow from sending emails to this user.Open in Design ModeIf ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode

open PhixFlow in

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 for this user.

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ticked

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 to open PhixFlow in the default 
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 for this user.

.

Show the Help Tab on Startup

The Help tab provides a link to the PhixFlow help pages and Training Courses. 

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 to open

PhixFlow in the default 

the Help tab on the right of the 

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 view when the user logs in. The user can:

  • either click X on the Help tab to close it during their session
  • or untick this box via their User Details, to prevent the Help tab from being displayed.

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 to prevent the Help tab being opened at login.

Last Activity TimeRead-only. PhixFlow
display
displays the most recent time that the user
performed an action
was active in PhixFlow.

User Groups

This section has a toolbar with standard buttons and 

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.

The grid contains a list of user groups to which this user belongs. To add a user group to the list:

  1. Click
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     to list all the user groups in the repository.
  2. Drag user groups into this list
to add them to the role
  1. . This automatically adds the user to the user group. 

To remove a user from a user group

from the role

, use the toolbar button 

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 in the toolbar

.

For

Active Directory

external users, the list of user groups shown for the user is read-only. The user groups are the PhixFlow equivalents that map to the Active Directory user groups; see Configure Active Directory Integration via LDAP for details. 

Security Questions

This section is only available for local users.

Enter up to

 Enter 3 questions and answers. If a user needs to reset their password, PhixFlow asks one of the questions to verify the user's identity; see Changing or Resetting Your Password

Reset

.

FieldDescription
Question 1
The user's first security question.Answer 1The answer to the first security question.Question 2The user's second security question.Answer 2The answer to the second security question.Question 3The user's third security question.Answer 3The answer to the third security question.

To configure security questions and answers:

  • Either enter the security question-answer pairs for the user
  • Or leave these fields blank and ask the user to set their own via their User Details. These property fields will be automatically updated.

Answers are encrypted. They are displayed in these fields as dots.

Tip

You can save the user properties without specifying any of the security questions and answers. However, once you have added a question and answer for one, you must complete them all before saving the user properties.


Answer 1
Question 2
Answer 2
Question 3
Answer 3
Last requested reset time

PhixFlow

shows

displays the

(read-only)

date/time of the last password reset

link.Current Reset AttemptsPhixFlow shows the number of failed password-reset attempts

.

If you change the account configuration so that a local user is converted to a mixed or external user, PhixFlow automatically clears the security questions and answers, as they are no longer required.

Tip

You can save the user properties

without specifying any of the

with no or incomplete security questions and answers.

However, once you have added a question and answer for one, you must complete them all before saving the user properties.Export Password

PhixFlow recommends that users set all three security questions and answers in the User Details window.

Config Export Settings

This section relates to

export zips that you use to move applications, packages and stream data between

exported configurations. These are applications, packages or selected objects saved as zip files. You can move exported configurations between PhixFlow instances. 

To ensure data security, PhixFlow can encrypt the

data in configuration export zip

files. PhixFlow saves the files in the download area for a

configured

limited time period

. You can set the:
  • download area in System Configuration →System Directories → File Download Location
    • how long files are available in System Configuration →General Settings → File Download Expiry. By default files are available for 24 hours.

    ; see Configuring the Download Area.

    Use the following fields to set a default password for

    configuration export password for the user.  Note

    If you set a default password, you must tell the user what it is.

    When the user starts a process that generates a file, PhixFlow prompts them for a password. The default password that you set here is autofilled in the prompt, but is displayed as a line of dots.

    The user must provide the password used to create the zip file when they: 

  • download it from the download area; see Configuring the Download Area
    • import it to another PhixFlow instance

    exported configurations.

    FieldDescription
    Export Password PolicyBy default, PhixFlow applies the Password Policy set in System Configuration → Advanced → Export Password Policy. Optionally, select a different password policy to apply different rules about the export password for this user.
    Set Default Export Password
    Not SetFor export zip files that PhixFlow generates:

    For user accounts with an empty Export Password, use this tick box to distinguish between passwords set as blank, or passwords not yet set.

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     indicates you have

    not

    set a password for the user

    . In this case

    , even if the

    export zip is not encrypted

    password field is left empty.

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     indicates you have not set a password for the user.

    The password policy may allow users to open encrypted files without having a password. In this case, untick this option, but leave the Export Password field blank.

    Export PasswordThis field is available when Export Password Not Set is not

     

    Default Export Password

    Available when Set Default Export Password is ticked.

    Enter a password with at least 6 characters.

    Click 

     

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    view

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     to switch between displaying the password as text or dots

    .

    The user to open encrypted files exported to the download area.

    When the user

    generates

    downloads an

    export,

    exported configuration, the zip file is encrypted and this password is

    supplied by default

    associated with it. The user can enter a different password.

    Note

    If you set a default password, you must tell the user what it is. The user must supply the same password when they import the configuration to another PhixFlow instance; see Using the Download Area.


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