User Group Administration is accessed via the icon on the left hand side of the PhixFlow application console.
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The default user groups are :
| User Group | Associated Role | Description |
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| Administrators | Administrator |
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| Members 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 | Modeller |
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| Members can create models and |
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| update general configuration options. |
| Guests |
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| Guest | Members 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. | |
| Users | User | Members can view data and dashboards. |
| SuperUsers |
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| Superuser | Members 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:
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Field
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Description
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Example Value
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Name
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Name of the User Group. The User Group will be referred to by this name elsewhere in PhixFlow.
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Billing Support
The following fields are configured through separate tabs on the User Group editor:
For details on who can add or remove users from a user group, see Access Permissions below.
Group Members
This table 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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To edit a user group, double-click on the name. To create a new user group, right click
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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.
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There are two ways you can add a user to a user group.
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.
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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.
Access Permissions
This tab allows you to restrict who can add or remove members from the user group. If it is ticked, you'll see a list of user groups.
Adding or removing users from the User Group is permitted for the following users:
- Users with the UserAdministration privilege.
- Users with the EditUserGroupMembers, who are also in one of the configured groups under Access Permissions.
The same restrictions also apply when dragging user groups on to a user configuration pane.
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:
- In the object's property tab → Access Permissions section, untick the All Users can View Data check box.
- 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.