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User Group Administration is accessed via the Image Removed icon on the left hand side of the PhixFlow application console.

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This page is for PhixFlow administrators who want to manage user groups. 

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PhixFlow Default User Groups

PhixFlow has 6 user groups enabled by default

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. Each user group has its own role, which defines the privileges for the group. We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required. To configure PhixFlow to have a different set of permissions, create:

  • a new user group and define the PhixFlow components that users can access
  • a new role that specifies the privileges.


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The default user groups are :

User GroupAssociated RoleDescription
Administrators

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AdministratorMembers can add new

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users and modify other user's accounts. Only members of this group can create, delete or update another users' credentials.
Designers

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ModellerMembers can create models and

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update general configuration options.
Guests

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GuestMembers can view configurations, but have few other privileges.
Startup

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startup

A user group for the initial setup of a new PhixFlow installation.  When first installed, PhixFlow creates a startup user in this group, with privileges to administer other users. Once you have added users to the Administrator group, remember to delete this user.

UsersUserMembers can view data and dashboards.
SuperUsersSuperuserMembers have more privileges than Users. Usually used for  managers who have full access to the data and can create filters and views on it

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. SuperUsers do not

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usually create or update the underlying models

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Only users who are part of the Administrators User Group can create, delete or update another users' credentials.

 

If a new User Group is required then it can be added through the User Group list. The User Group list shows all User Groups configured in PhixFlow. To add a User Group please carry out the following:

Open the User Group List

Open the User Group list by clicking on the User Group button ‘ ’ on the left hand side of the main PhixFlow menu. ‘Pin’ the User Group menu open by pressing the ‘ ’ icon.

Add a User Group

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

Name

 Name of the User Group. The User Group will be referred to by this name elsewhere in PhixFlow.

Billing Support

The following fields are configured through separate tabs on the User Group editor:

Group Members

This tabe lists the users that belong to this User Group. To add a user to a group open the user list and then drag and drop one or more users into this tab. Please note, users can be associated with User Groups from both the user form (by dragging and dropping the User Group onto the user), and the User Group form (by dragging and dropping the user onto the User Group).

Roles

This tab lists the Roles that are assigned to users in this User Group. To add a Role to a group, open the Role list and drag one or more into this tab.

Streams

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Adding or Changing a User Group

To see the list of existing user groups, in the repository browser scroll down to

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 and expand the section.  If you are managing users for an application, find and expand the application name, and scroll to the user groups listed for the application.

To edit a user group, double-click on the name. To create a new user group, right click 

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 and select 
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The user group property tab provides sections add a name, the users who are members and the modeling objects and applications that the users can access. See User Group for details of the specific properties and how to edit the lists.

Tip

There are two ways you can add a user to a user group.

  • In the user group property tab → Users section, open a list of users and drag one or more into the list.
  • In the user property tab → User Group section, open a list of user groups and drag one or more into the list.

PhixFlow automatically updates the properties so that users and their groups remain consistent.

Roles and Privileges

The privileges that members of a user group have is controlled by their role. To find out what privileges a user group has, in the user group property tab → Role section double-click on the role. PhixFlow opens the role property tab where the Privileges section lists all the privileges. For example, the Modeller privilege includes List Database Exporters, Modify Database Exporters and View Database Exporters.

User groups can have multiple roles. For example you may want a group of users who can both create models and add filters to views on the models. In this case you could add the two roles Designers and SuperUsers. 

Note

We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.

Restricting Access to Modelling Objects

By default, PhixFlow is set up to allow all users

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To add a Stream, open the Stream list and drag one or more into this tab. Note that this access permission can also be granted by opening up the Stream form and dropping User Groups onto the Stream User Group tab.

Description

A description of the User Group can be entered into the free text box under the Description tab.

See Also

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with the relevant privileges to access all modelling objects, such as streams, stream views, dashboards, filters etc. However, you may need to restrict access to only some objects, for example to provide access to specific dashboards related to a project. To do this:

  1. In the object's property tab → Access Permissions section, untick the All Users can View Data check box.
  2. Either, in the object's property tab → User Group section, drag in the user group.
    or, in the user group property tab, expand the section related to the type of object and drag it into the user group.

Now only users of the specified group can use the modelling object. 

Access Permissions

You can limit which users can add or remove members from a user group. Tick the Access Permissions → Restrict who can manage members of this user group check box. PhixFlow adds a grid where you can drag in other user groups. See User Group > Access Permissions for details.