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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 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 Type	Authentication	Authorisation
local user	User logs in with a username and password maintained in PhixFlow.	Access is controlled by user groups assigned to the user in PhixFlow.
mixed user	User 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 user	User 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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; 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:

Managing

the List a role

a role with the privilege Administer Users, User Groups and Roles. See 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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addaddUser Propertiesstandardsettingsstandardsettings

Some 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 logs into the database using the user's:

the Basic Settings → Login Name

and Basic Settings → Password. InfoSystem configuration

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Basic Settings

Field

Description

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 Name

Required. 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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System configuration that with.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 Type

Read-only. PhixFlow displays LOCAL, MIXED or EXTERNAL, depending on the configuration of the properties.

Organisation

Enter your organisation name. For external users

configured via active directory this is active directory

the authentication provider.

Password

Available for local users only. Enter the user's password.

Users can change their password:

in their Insert excerpt
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; see User Details
here, if they have the privilege Administer Users, User Groups and Roles.

Password Policy

Required. Available for local users only.

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

For users configured via active directory, enter an active directory email. configured via active directory, enter an active directory phone numbertickedticked for user accounts that you set up . User accounts with Enabled unticked do not permit the user to log into PhixFlow.tickedtickednopaneltrue the account is unlocked and the user can log in. Insert excerpt_check_box_untick_check_box_untickSend Alerts by SMS

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

tick
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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.ticked_check_box_tickednopaneltrue to allow PhixFlow to send SMS alerts to this user's Phone Number. Insert excerpt_check_box_ 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.tickedticked to allow PhixFlow to send emails to this user's Email Address

indicates 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 prevent PhixFlow from sending emails to this usertickedticked

tick
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to open PhixFlow in

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for this user.

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to open PhixFlow in the default

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.

Show the Help Tab on Startup

The Help tab provides a link to

the PhixFlow help pages tickedticked

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to open 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 Time

Read-only. PhixFlow displays the most recent time that the user was active in PhixFlow.

User Groups

This section has a toolbar with standard buttons and Insert excerpt_user_group_user_groupnopaneltrue.

The grid contains a list of user groups to which this user belongs. 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. This automatically adds the user to the user group.

To remove a user from a user group, use the toolbar button

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.

For

Active Directory for details Security Questions is only available for local users. Enter up to 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 Password Reset.FieldDescriptionQuestion 1The 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.Last requested reset timePhixFlow shows the (read-only) date/time of the last password reset link.Current Reset Attempts

PhixFlow shows the number of failed password-reset attempts.

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.

Export Password

This section relates to export zips that you use to move applications, packages and stream data between data in configuration export zip configured . 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. 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 → For export zip files that PhixFlow generates:

→ Advanced → Export Password Policy. Optionally, select a different password policy to apply different rules about the export password for this user.

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Note
Users require an Export Password Policy to be able to download exports.

Export Password Not Set

For external users, this is set by the External User Template when the user is created. If this is not set, the user will not have an Export Password Policy and will not be able to download exports.

Set Default Export Password

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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tickedticked not . In this case export zip is not encrypted

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 Click view_view to switch between displaying the password as text or dotsThe user to open encrypted files exported to the download area. generates export, 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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Field	Description
Close	Closes the user tab.
Generate API Key	Generates an API Key to be used in API Authentication, see API Authentication and Secret Keys.
Send Password Reset	Sends a password reset email to the user.
Back	Goes back.
Forward	Goes forward.
Find in Repository	Finds the user in the Repository.
Hide All	Collapses all sections on the user tab.
Permanently Delete	Deletes the user.

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Version	Old Version 38	New Version Current
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Saved on	Dec 17, 2019	Oct 11, 2024

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