Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Insert excerpt
_Banners
_Banners
nameadministration
nopaneltrue

This page is for PhixFlow administrators who need to set up groups of users with access to specific objects, data and processes in PhixFlow. It describes the user group properties. 

Insert excerpt
_admin_user_topic
_admin_user_topic
nopaneltrue

Overview

Use the user group property tab to add users to a user group. The user group inherits privileges from the roles listed in the property tab; see Roles and Privileges. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. If you need to restrict user access to sub-sets of modelling objects, display components etc. you can add the objects to this property tab.

Tip

When you add modelling objects or applications to the user group, remember to check their Access Permissions. If All Users Can View Data is unticked, then you must provide access to the object by:

  1. Assigning user groups to the object.
  2. Adding the user(s) to one of those user groups.
Panel
borderColor#7da054
titleColorwhite
titleBGColor#7da054
borderStylesolid
titleSections on this page

Table of Contents
indent12px
stylenone


Adding or Changing a User Group

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

Insert excerpt
_user_group_repo
_user_group_repo
nopaneltrue
  section. 

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

To add a new user group, right-click

Insert excerpt
_user_group_repo
_user_group_repo
nopaneltrue
 and select 
Insert excerpt
_

add

new
_

add

new
nopaneltrue
. PhixFlow opens a property tab where you can enter the details for the new user group.

User Group Properties

Insert excerpt
_property_toolbar
_property_toolbar
nopaneltrue

Insert excerpt
_

standard

property_

settings

tabs
_

standard_settings

property_tabs
namebasic-h
nopaneltrue

Basic Settings

FieldDescription
NameEnter the name of the user group.
External Login Groups
Anchor
externalLoginGroups
externalLoginGroups

Enter the names of the external login groups that will be mapped to this user group. Use {instance} to include the PhixFlow instance name. See Configure Active Directory Integration via LDAP for details.

Separate multiple names with a semi-colon. Spaces are taken to be part of the group name.

External Login Groups EvaluatedPhixFlow displays the names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used.

Users

This section has a toolbar with standard buttons and 

Insert excerpt
_user
_user
nopaneltrue

The grid contains a list of users assigned to this group; see User. To add a PhixFlow

users

user to the list:

  1. Click
    Insert excerpt
    _user
    _user
    nopaneltrue
     to list the users in the repository.
  2. Drag users into this list to add them to the group.

Only existing PhixFlow users can be added to a group in this way. To add external users, use the Basic Settings → External Login Groups  field set a group (or groups) of external users, then map the external login group(s) to a PhixFlow user group. 

To remove users from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Roles

This section has a toolbar with standard buttons and 

Insert excerpt
_roles
_roles
nopaneltrue
.

The grid contains a list of user groups assigned to this role; see Roles. To add a user group to the list:

  1. Click
    Insert excerpt
    _roles
    _roles
    nopaneltrue
     to list all the user groups in the repository.
  2. Drag user groups into this list to add them to the role. 

To remove user groups from the role, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Streams

Tables

This section has a toolbar with standard buttons and 

Insert excerpt
_table_

streams

list
_table_

streams

list
nopaneltrue
.

The grid contains a list of the

streams

tables assigned to this group; see Table. To add

streams

tables to the list:

  1. Click 
    Insert excerpt
    _table_
streams
  1. list
    _
streams
  1. table_list
    nopaneltrue
     to list the
streams
  1. tables in the repository.
  2. Drag
streams
  1. tables into this list to add them to the group.

To remove roles from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Dashboards

Screens

This section has a toolbar with standard buttons and 

Insert excerpt
_

dashboard

screen
_

dashboard

screen
nopaneltrue
.

The grid contains a list of

dashboards

screens assigned to this group; see Screen. To add

dashboards

screens to the list:

  1. Click 
    Insert excerpt
    _
dashboard
  1. screen
    _
dashboard
  1. screen
    nopaneltrue
    to list the
dashboards
  1. screens in the repository.
  2. Drag
dashboards
  1. screens into this list.

To remove

dashboards

screens from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Stream

Views

This section has a toolbar with standard buttons and 

Insert excerpt
_

stream

view_

views

show
_

stream

view_

views

show
nopaneltrue
.

The grid contains a list of the

stream

views assigned to this group; see View. To add

dashboards

screens to the list:

  1. Click 
    Insert excerpt
    _
stream
  1. view_
views
  1. show
    _
stream
  1. view_
views
  1. show
    nopaneltrue
     to list the
streams
  1. tables in the repository. Expand a
stream
  1. table to see its views.
  2. Drag
stream
  1. views into this list.

To remove

stream

views from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Stream

Table-Actions

This section has a toolbar with standard buttons and 

Insert excerpt
_

stream

record_action
_

stream

record_action
nopaneltrue
.

The grid contains a list of the

stream

table-actions assigned to this group; see Table-Action. To add

stream

table-actions to the list:

  1. Click 
    Insert excerpt
    _
stream
  1. record_action
    _
stream
  1. record_action
    nopaneltrue
     to list the
stream
  1. table-actions in the repository. Expand a
stream
  1. table to see its table-actions.
  2. Drag
stream
  1. table-actions into this list.

To remove

stream

table-actions from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Applications

This section has a toolbar with standard buttons and  

Insert excerpt
_application
_application
nopaneltrue
.

The grid contains a list of the applications assigned to this group. To add applications to the list:

  1. Click
    Insert excerpt
    _application
    _application
    nopaneltrue
     to list the applications in the repository.
  2. Drag applications into this list.

To remove applications from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Filters

This section has a toolbar with standard buttons and 

Insert excerpt
_filter
_filter
nopaneltrue
.

A list of the filters assigned to this group. To add filters to the list:

  1. Click
    Insert excerpt
    _filter
    _filter
    nopaneltrue
      to list the
streams
  1. tables in the repository. Expand a
stream
  1. table to see its filters.
  2. Drag filters into this list.

To remove filters from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Sort Orders

This section has a toolbar with standard buttons and 

Insert excerpt
_sort_order
_sort_order
nopaneltrue
.

The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:

  1. Click
    Insert excerpt
    _sort_order
    _sort_order
    nopaneltrue
      to list the
streams
  1. tables in the repository. Expand a
stream
  1. table to see its sort orders. 
  2. Drag sort orders into this list.

To remove sort orders from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Access Permissions 
Anchor
permissions
permissions

FieldDescription
Restrict Who Can Manage
Members of this User Group

Users with the Administer Users, User Groups and Roles privilege can always add or remove a user from this group.

Insert excerpt
_check_box_untick
_check_box_untick
nopaneltrue
 so that users with the Add and Delete Users from a User Group can also add or remove a user from this group.

Insert excerpt
_check_box_

ticked

tick
_check_box_

ticked

tick
nopaneltrue
 to add an additional constraint. PhixFlow adds a User Groups list to this section. Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in the User Groups list.

User Groups

Available when Restrict Who Can Manage Members of this User Group is ticked. This section has a toolbar with standard buttons.

To add specific user groups to the list:

  1. Click 
    Insert excerpt
    _user_group
    _user_group
    nopaneltrue
     to list the user groups in the repository.
  2. Drag a user group into this list.

Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in this list.

Insert excerpt
_description
_description
nopaneltrue

Insert excerpt
_access
_access
nopaneltrue

Insert excerpt
_audit
_audit
nopaneltrue

Live Search
spaceKey@self
additionalnone
placeholderSearch all help pages
typepage

Panel
borderColor#00374F
titleColorwhite
titleBGColor#00374F
borderStylesolid
titleSections on this page

Table of Contents
maxLevel3
indent12px
stylenone


Insert excerpt
_terms_changing
_terms_changing
nopaneltrue