Versions Compared

Key

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

This page is for any PhixFlow user who needs to check or update their user account details.

Overview

...

Insert excerpt
_Banners
_Banners
nameGettingStarted
nopaneltrue

Overview

To access your user account details:

  1. In the header bar, hover over the 
    Insert excerpt
    _user

...

  1. _user

...

  1. nameicon
    nopaneltrue
     icon next to your name in the

...

  1. top right of the PhixFlow

...

  1. window
  2. From the menu, select 
    Insert excerpt
    _user_details
    _user_details
    nopaneltrue
    .
    Image Added

  3. PhixFlow opens the User Details window.

Image Added

The User Details window has the following sections:

  • Details: your user account details
  • User Groups: the list of user groups to which you belong.

...

Details Tab

...

  •  

If you want to change your password, see Changing or Resetting Your Password.

Details 

FieldDescription
LoginYour login name is set by your administrator. Do not change these details.
First NameThese fields display your personal details.
If necessary, you can update these details and press Save User Details.
Surname
DomainYour network domain is set by your administrator. Do not change these details.
CompanyThese fields display your personal details.
If necessary, you can update these details

...

and press Save User Details.

Email
Phone Number
Open in Design Mode

Insert excerpt
_toggle_

...

on
_toggle_

...

on
nopaneltrue

...

 Toggle on to open PhixFlow in

Insert excerpt
_design_mode
_design_mode
nopaneltrue
. Application designers use this mode to create and configure applications. This includes designing screens, creating workflows and Actionflows, defining data structures and relationships. See Design and Application Mode

Show Contextual Help Panes

Insert excerpt
_

...

toggle_

...

on
_

...

toggle_

...

on
nopaneltrue
 Toggle on to open the

...

context help pane in 

Insert excerpt
_design_mode
_design_mode
nopaneltrue

...

 the next time you log in. The context help pane is displayed on the right of the PhixFlow window. As long as this option is

...

toggled on, PhixFlow shows the help pane each time you log in

...

. During a session, you can click X

...

to close it.

Insert excerpt
_

...

toggle_

...

off
_

...

toggle_

...

off
nopaneltrue
 Toggle off to prevent the

...

help pane being

...

shown at login.

The Help

...

Security Questions Tab

You administrator can set up rules about how long passwords can remain valid; see Password Policy. Depending on the policy, when you reset a password you may be prompted for answers to security questions. Use the Security Questions tab to set up to 3 possible questions and the answers.

For example, you could set questions such as:

  • the name of your first pet
  • the make of your previous car
  • your favourite food.

...

pane provides:

  • brief instructions that relate to what you are doing.
  • links to more detailed help pages in the PhixFlow Help.
  • links to Training Courses.

Wherever you see the 

Insert excerpt
_help
_help
nopaneltrue
 icon, click to open the associated detailed help page. This does not open the context help pane.

Set Default Export Password

For user accounts with an empty Export Password, use this toggle option to distinguish between passwords set as blank, or passwords not yet set.

Insert excerpt
_

...

toggle_on
_toggle_

...

on
nopaneltrue

...

Note

The questions and answers are saved to your PhixFlow user account, which can be seen by administrators. Only use questions and answers that you have never used for any other system.

Export Password Tab

The options on this tab relate to files that PhixFlow is configured to export.

To ensure data security, PhixFlow always encrypts any files that it exports. PhixFlow saves the files to a specific download directory. PhixFlow deletes files after a time period.

Your administrator sets the:

If you download any of these files, you need a password to de-encrypt and open the file. 

...

 indicates you or your administrator has set a password.
For user accounts with an empty Export Password, the tick indicates the password has been set as blank.

Insert excerpt
_toggle_off
_toggle_off
nopaneltrue
 indicates you or your administrator has not yet set a password.

Default Export Password

This field is available when Set Default Export Password is

Insert excerpt
_

...

toggle_

...

on
_

...

toggle_

...

on
nopaneltrue

...

.

Your export password is encrypted and is displayed as a line of dots. To update your password, enter a new password with at least 6 characters. 

Insert excerpt
_check_

...

password
_check_

...

password
nopaneltrue
.

...

Available when you have an export password. 

...

When you download an exported configuration, the zip file is encrypted and this password is associated with it. You must specify the same password when you import the file to another PhixFlow instance; see Using the Download Area.

Note

You cannot de-encrypt zip files to view their contents.



Tip

The Export Password options relate to exported configuration zip files. To ensure data security, PhixFlow can encrypt exported configuration zip files. PhixFlow saves the zip files to the download area and deletes them after a time; see Configuring the Download Area

User Groups

This tile lists the user groups and any external login groups to which you belong. These groups control the PhixFlow features and data to which you have access.

To change the user groups or external login groups to which you belong, contact your PhixFlow administrator.