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:
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Adding or Changing a User Group
To create or change a user group, in the repository browser scroll down to the
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To change an existing user group, double-click on the name to open its property tab.
To add a new user group, right-click
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Basic Settings
Field | Description | |||||
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Name | The name of the user group. | |||||
External Login Groups
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The names of the |
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external login groups that will be mapped to this |
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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 Evaluated | (Read only) The names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used. |
Users
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This section has a toolbar with standard buttons and
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The grid contains a list of users assigned to this group.
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To add a PhixFlow users to the list:
- Click
to list the users in the repository.Insert excerpt _user _user nopanel true - Drag users into this list to add them to the group.
Only
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existing PhixFlow users can be added to a group in this way.
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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
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Roles
This section has a toolbar with standard buttons and
. Insert excerpt _roles _roles nopanel true
The grid contains a list of user groups assigned to this role. To add a user group to the list:
- Click
to list all the user groups in the repository browser.Insert excerpt _roles _roles nopanel true - Drag user groups into this list to add them to
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- the role.
To remove user groups from the role, use the
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Streams
This section has a toolbar with standard buttons and
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The grid contains a list of the streams assigned to this group.
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To add streams to the list:
- Click
to list the streams in the repository.Insert excerpt _streams _streams nopanel true - Drag streams 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 Applications.
To remove roles from the group, use the toolbar button
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Dashboards
This section has a toolbar with standard buttons
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The grid contains a list of dashboards assigned to this group.
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To add dashboards to the list:
- Click
to list the dashboards in the repository.Insert excerpt _dashboard _dashboard nopanel true - Drag dashboards into this list
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- .
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To remove dashboards
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from the group, use the toolbar button
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Stream Views
This section has a toolbar with standard buttons and
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The grid contains a list of the stream views assigned to this group.
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To add dashboards to the list:
- Click
to list the streams in the repository. Expand a stream to see its views.Insert excerpt _stream_views _stream_views nopanel true - Drag stream views into this list
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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 Applications.
To remove stream views from the group, use the toolbar button
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Stream Actions
This section has a toolbar with standard buttons and
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The grid contains a list of the stream actions assigned to this group.
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To add stream actions to the list:
- Click
to list the stream actions in the repository. Expand a stream to see its actions.Insert excerpt _stream_action _stream_action nopanel true - Drag stream actions into this list
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A list of the applications assigned to this group. Press 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 Applications.
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This controls which users can add and remove users from this user group.
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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 Applications.
To remove stream actions from the group, use the toolbar button
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Applications
This section has a toolbar with standard buttons and
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The grid contains a list of the applications assigned to this group. To add applications to the list:
- Click
to list the applications in the repository.Insert excerpt _application _application nopanel true - Drag applications into this list.
To remove applications from the group, use the toolbar button
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Filters
This section has a toolbar with standard buttons and
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A list of the filters assigned to this group. To add filters to the list:
- Click
to list the streams in the repository. Expand a stream to see its filters.Insert excerpt _filter _filter nopanel true - Drag filters into this list.
To remove filters from the group, use the toolbar button
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Sort Orders
This section has a toolbar with standard buttons and
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The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:
- Click
to list the streams in the repository. Expand a stream to see its sort orders.Insert excerpt _sort_order _sort_order nopanel true - Drag sort orders into this list.
To remove sort orders from the group, use the toolbar button
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Access Permissions
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Field | Description | ||||||||
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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.
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can also add or remove |
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a user from this group. |
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If this is ticked then to add or remove users from the group requires one of
- the user has the privilege "Administer Users, User Groups and Roles", or
- the user has the privilege "Add and Delete Users from a User Group" and the group must be in the user group list in the Access Permission section.
Form Icons
The form provides the standard form icons.
See Also
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User Groups | Available when Restrict Who Can Manage Members of this User Group is ticked. This section has a toolbar with standard buttons. To add specific user groups to the 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. |