Insert excerpt

	_Banners
	_Banners
name	administration
nopanel	true

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 must have a user account set up. 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 (version 10.0 and earlier) in the User Details window.

Types of PhixFlow User

There are three types of userusers, 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.

Panel

borderColor	#7da054
titleColor	white
titleBGColor	#7da054
borderStyle	solid
title	Sections on this page

Table of Contentsindent12pxstylenone

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

Active DirectoryAccess is controlled by user groups assigned to the user in PhixFlow Active Directory/SAML TipIf you use an external login system (Active Directory/SAML), you must create accounts with the same username in PhixFlow. However, you do not need to set any password Integration

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

Insert excerpt

	_user_details
	_user_details
nopanel	true

window, available from the

task bar at the bottom of the PhixFlow window

header bar

Insert excerpt

	_user_options
	_user_options
nopanel	true

; 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

Insert excerpt

	_user_repo
	_user_repo
nopanel	true

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

Insert excerpt

	_user_repo
	_user_repo
nopanel	true

and select

Insert excerpt

	_

addaddUser Propertiesstandardsettingsstandardsettings Info

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.System configuration

Insert excerpt
_property_tabs
_property_tabs
name basic-h
nopanel true

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.

Insert excerpt

System configuration

_system_config
	_system_config
nopanel	true

Domain

Enter the domain with which the user logs in. For PhixFlow user accounts that are not integrated with other user management systems, enter local.

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, the organisation name is supplied by the authentication provider.

Password

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

Users can change their password:

in their Insert excerpt
_user_details
_user_details
nopanel true
; 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 inDefault 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, the email address is supplied by the authentication provider.

Phone Number

Enter a phone number of the user.

For external users, the phone number is supplied by the authentication provider.

Enabled

Available for local and mixed users only.

Insert excerpt

	_check_box_

tickedticked

tick
nopanel	true

to allow the user to log into PhixFlow.

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

Insert excerpt

	_check_box_untick
	_check_box_untick
nopanel	true

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 questionstickedticked

tick
nopanel	true

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.

Insert excerpt

	_check_box_untick
	_check_box_untick
nopanel	true

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.

Insert excerpt

	_check_box_

tickedticked 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.

Insert excerpt

	_check_box_untick
	_check_box_untick
nopanel	true

the user may perform a password reset.

Open in Design Mode

Insert excerpt

	_check_box_

tickedticked

tick
nopanel	true

to open PhixFlow in

Insert excerpt

	_design_mode
	_design_mode
nopanel	true

for this user.

Insert excerpt

	_check_box_untick
	_check_box_untick
nopanel	true

to open PhixFlow in the default

Insert excerpt

	_app_mode
	_app_mode
nopanel	true

.

Show the Help Tab on Startup

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

Insert excerpt

	_check_box_

tickedticked

tick
nopanel	true

to open the Help tab on the right of the

Insert excerpt

	_design_mode
	_design_mode
nopanel	true

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.

Insert excerpt

	_check_box_untick
	_check_box_untick
nopanel	true

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_group
nopanel	true

.

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

Click
Insert excerpt
_user_group
_user_group
nopanel true
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

Insert excerpt

	_delete
	_delete
nopanel	true

.

For 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 applicable to PhixFlow version 10.0 and earlier.

This section is only available for local users. 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

.

Field

Description

Question 1

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 displays the date/time of the last password reset.

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 with

none Password

Settings

This section relates to 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 files. PhixFlow saves the files in the download area for a limited time period; see Configuring the Download Area.

Use the following fields to set a default password for exported configurations.

Field	Description
Export Password Policy	By 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.

Export Password Not Set

Excerpt

name	ExportPasswordPolicy

Note

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

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.

Insert excerpt

	_check_box_

tickedticked not . , even if the password field is left empty.This field is available when Not Set is not

is ticked.

Enter a password with at least 6 characters.

Insert excerpt

	_check_password
	_check_password
nopanel	true

.

When the user downloads an exported configuration, the zip file is encrypted and this password is 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.

Insert excerpt

	_audit
	_audit
nopanel	true

Live Search
spaceKey @self
additional none
placeholder Search all help pages
type page

Panel

borderColor	#00374F
titleColor	white
titleBGColor	#00374F
borderStyle	solid
title	Sections on this page

Table of Contents

maxLevel	3
indent	12px
style	none

Versions Compared

Old Version 60

New Version Current

Key

Overview

Types of PhixFlow User

Adding or Changing a User Account

Insert excerpt
_property_tabs
_property_tabs
name basic-h
nopanel true

Basic Settings

User Groups

Security Questions

This section is only applicable to PhixFlow version 10.0 and earlier.

Config Export

Settings

Live Search
spaceKey @self
additional none
placeholder Search all help pages
type page

Page Comparison

Versions Compared

Old Version 60

New Version Current

Key

Overview

Types of PhixFlow User

Adding or Changing a User Account

Insert excerpt_property_tabs_property_tabsnamebasic-hnopaneltrue

Basic Settings

User Groups

Security Questions

This section is only applicable to PhixFlow version 10.0 and earlier.

Config Export

Settings

Live SearchspaceKey@selfadditionalnoneplaceholderSearch all help pagestypepage

Insert excerpt
_property_tabs
_property_tabs
name basic-h
nopanel true

Live Search
spaceKey @self
additional none
placeholder Search all help pages
type page