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The following fields are configured for each PhixFlow user:

Default dashboard of . Select a value from the drop-down list.The login password that the user will log into PhixFlow with. If the datasource option "Use User credentials on export" is checked datasource If ticked, Email all alarms raised for this user will be sent to them using the email address specified above SMS all alarms raised for this user will be sent to them using the mobile number specified above.
FieldDescription
Basic Settings
Login Name

The login name that the user will log into PhixFlow with.

If

the datasource option "

this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export

" is checked

ticked, this username will be used to log onto the

datasource

database to perform the export.

First NameFirst Name of the user.
Last NameLast Name of the user.
LanguageLanguage of the user. Select an option a language from the drop-down list.Default Dashboard
DomainThe domain that the user
Email AddressEmail Address of the user.
Mobile NumberMobile Number of the user.
Design ModeIf ticked, user's default mode is the Design Mode. Otherwise the default mode is the App Mode.
Passwordlogs in with. This can be local, for users that exist independently in PhixFlow, or one of the configured active directory domains, if an integration with active directory has been set up. See Configure Active Directory Integration for details.
OrganisationThe users Organisation. For local users this is free format text. For AD users this is the Organisation supplied by AD.
Password

This is only visible for local users. You can set the user's password by updating this field.

If this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export ticked, this password will be used to log onto the

database to perform the export.

Confirm PasswordThis is only visible for local users. Confirmation of the Password entered above.
Allow LoginTick when user configuration is complete and this user is ready to go live.
Account LockedPassword Policy

This is only visible for local users. The Password Policy that the user's password will be checked against. The built in Password Policy is selected by default. The default system password policy can be changed in the System Configuration editor.

Administrators can select another option from the drop-down list. See the Password Policy Details form.

Default DashboardDefault dashboard of the user. Select a value from the drop-down list.
Email AddressEmail Address of the user. For AD users this is the email address supplied by AD.
Phone NumberPhone number of the user. For AD users this is the phone number supplied by AD.
EnabledThis is only visible for local users. Disabled users can still receive emails sent by PhixFlow task plans or file exporters, but they cannot log in to PhixFlow.
Account LockedThis is only visible for local users. If ticked, the user's account is locked due to too many login failures. Untick to unlock the account.
Send Alerts by SMSIf ticked, the user can receive SMS alerts, if configured n a PhixFlow process, to the phone number defined in their user details.
Send Alerts by EmailIf ticked,
Password PolicyThe Password Policy that the user's password will be checked against. The built in Password Policy is selected by default. The default system password policy can be changed in the System Configuration editor, in the Advanced tab. Administrators can select another option from the drop-down list. See the Password Policy Details form.

The following fields are configured on the User Groups tab:

FieldDescription
User GroupsLists the user groups the user is a member of.

The following fields are configured on the Security Questions tab:

Description his
Fieldthe user can receive email alerts, if configured in a PhixFlow process, to the email address defined in their user details.
Open in Design ModeIf ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode.
Last Activity TimeThe last time the user performed an action in PhixFlow.

User Groups

A list of the user groups that the user belongs to.

For AD users, the PhixFlow user groups that the user belongs to are determined by the mappings defined between AD user groups and PhixFlow user groups. See Configure Active Directory Integration for details. For AD users, the list of user groups shown for the user is read-only.]

For local users, press the buttonImage Added to bring up the list of user groups. Drag user groups into this list to add the user to that group. 

Security Questions

This section is only visible for local users.

Security questions are used to verify users when they go through the lost/ forgotten password process.

Question 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 timeThe date/time of the last password reset link. Read-only.
Current Reset Attempts

The number of times the user has attempted (and failed) to reset

their password.

Description
DescriptionA description for the user.

Form Icons

The form provides the standard form icons as well as the following:

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Adds a user group to the user group list. See the User Group Details form.

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See Also