Versions Compared

Version Old Version 7 New Version Current
Changes made by

Eleanor Brodie

Zoe Baldwin

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

User groups are used to define roles and restrict access to specified processes and data in PhixFlow.

An overview of user administration is given in PhixFlow User Administration.

For each user group the following settings are configured:

...

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.


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

Insert excerpt
_property_toolbar
_property_toolbar
nopaneltrue

Insert excerpt
_property_tabs
_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 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

...

The grid contains a list of users assigned to this group

...

; see User. To add a PhixFlow 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

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

...

  1. role. 

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

Insert excerpt
_delete
_delete
nopaneltrue
.

Tables

The grid contains a list of the tables assigned to this group

...

Form Icons

The form provides the standard form icons.

See Also

...

; see Table. To add tables to the list:

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

If the streams have the flag All Users Can View Data unticked, then access to the data must be given by assigning user groups to the stream, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling access to apps.

...

A list of the dashboards assigned to this group. PressImage Removed to bring up the list of dashboards, and drag dashboards into this list to add them to the group.

If the dashboards have the flag All Users Can View Data unticked, then access to the data must be given by assigning user groups to the dashboard, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling access to apps.

...

A list of the stream views assigned to this group. Press Image Removed to bring up the list of stream views, and drag views into this list to add them to group.

If the views have the flag All Users Can View Data unticked, then access to the data must be given by assigning user groups to the view, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling access to apps.

...

A list of the stream actions assigned to this group. Press Image Removed to bring up the list of stream actions, and drag actions into this list to add them to group.

If the actions have the flag All Users Can Run Action unticked, then access to the action must be given by assigning user groups to the action, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling access to apps.

...

A list of the applications assigned to this group. Press Image Removed to bring up the list of applications, and drag applications into this list to add them to group.

If the actions have the flag All Users Can View Application unticked, then access to the application must be given by assigning user groups to the application, and in turn users to one of those user groups. For general advice about controlling access to processes and data in PhixFlow, see Controlling access to apps.

...

This controls which users can add and remove users from this user group.

If this is not ticked then any users with the privilege "Administer Users, User Groups and Roles" or "Add and Delete Users from a User Group" can add or remove users from this group.

If this is ticked then to add or remove users from the group requires either the privilege "Administer Users, User Groups and Roles" or the privilege "Add and Delete Users from a User Group" plus the user group must be added to the user group list in the Access Permission section.

To remove roles from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Screens

The grid contains a list of screens assigned to this group; see Screen. To add screens to the list:

  1. Click 
    Insert excerpt
    _screen
    _screen
    nopaneltrue
    to list the screens in the repository.
  2. Drag screens into this list.

To remove screens from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Views

The grid contains a list of the views assigned to this group; see View. To add screens to the list:

  1. Click 
    Insert excerpt
    _view_show
    _view_show
    nopaneltrue
     to list the tables in the repository. Expand a table to see its views.
  2. Drag views into this list.

To remove views from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Table-Actions

The grid contains a list of the table-actions assigned to this group; see Table-Action. To add table-actions to the list:

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

To remove table-actions from the group, use the toolbar button 

Insert excerpt
_delete
_delete
nopaneltrue
.

Applications

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

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 tables in the repository. Expand a 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

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 tables in the repository. Expand a 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_tick
_check_box_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. 

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