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To edit a user account, you must belong to a user group that in turn includes a role with privilege Administer Users, User Groups and Roles. |
You can add individual users to user groups. Members of a user group have the privileges of their roles. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. For information about how users, user groups, roles and privileges work together, see:
- Managing the User List
- Managing User Groups and Privileges
- Prevent Users from Viewing Specific Columns of Data.
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Adding or Changing a User Account
To create or change a user account, in the repository browser scroll down to the
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To change an existing user account, double-click on the name to open its property tab.
To add a new user account, right-click
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Basic Settings
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Some users need to run analysis on models that include database export. When the datasource has the option Use User credentials on export ticked, PhixFlow automatically uses the Login Name and Password to log into the database. |
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Login Name | Required. Enter a name with which the user will log into PhixFlow. If creating a mixed user the login name must match the name used for the external login provider. | ||||||||||||||||||||||||||||||||
First Name | Required. Enter the first name of the user. For external users, the first name is supplied by the authentication provider. | ||||||||||||||||||||||||||||||||
Last Name | Enter the last name of the user. For external users, the last name is supplied by the authentication provider. | ||||||||||||||||||||||||||||||||
Locale | Required. Select the user's country from the drop-down list. | ||||||||||||||||||||||||||||||||
Domain | Enter the domain with which the user logs in. For PhixFlow user accounts that are not integrated with other user management systems, enter The drop-down list displays all external login domains for authentication only. These are configured in phixflow-login.xml. | ||||||||||||||||||||||||||||||||
Organisation | Enter your organisation name. For external users, the organisation name is supplied by the authentication provider. | ||||||||||||||||||||||||||||||||
Password | Available for local users only. Enter a password for the user the user's password by updating this field. Users can change their password here if they have the privilege Administer Users, User Groups and Roles. Alternatively, they can change their password from the | ||||||||||||||||||||||||||||||||
Confirm Password | Available for local users only. Re-enter the password to confirm it. | ||||||||||||||||||||||||||||||||
Password Policy | Required. Available for local users only. PhixFlow checks that the password meets the requirements configured in the Password Policy. By default, PhixFlow shows the password policy configured for the whole system; see System Configuration. If you want this user's password to use different rules that have been defined in a policy, select the policy from the drop-down list. | ||||||||||||||||||||||||||||||||
Default Dashboard | Select a dashboard that PhixFlow will display when the user logs in. | ||||||||||||||||||||||||||||||||
Default Application | Select an application that PhixFlow will load when the user logs in. Users can override the default by specifying an alternative application in the URL that they use to access PhixFlow. | ||||||||||||||||||||||||||||||||
Email Address | Enter an email address for the user. For external users, the email address is supplied by the authentication provider. | ||||||||||||||||||||||||||||||||
Phone Number | Enter a phone number of the user. For external users, the phone number is supplied by the authentication provider. | ||||||||||||||||||||||||||||||||
Enabled | Available for local and mixed users only.
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Account Locked | Available for local users only.
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Password Reset Locked | Available for local users with a password policy that permits password reset.
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Send Alerts by SMS | PhixFlow models or applications may be configured to send SMS messages to users.
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Send Alerts by Email | PhixFlow models or applications may be configured to send emails to users.
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Open in Design Mode | If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode.
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Last Activity Time | Read only. PhixFlow display the most recent time that the user performed an action in PhixFlow. |
User Groups
This section has a toolbar with standard buttons and
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The grid contains a list of user groups to which this user belongs. To add a user group to the list:
- Click
to list all the user groups in the repository.Insert excerpt _user_group _user_group nopanel true - Drag user groups into this list to add them to the role.
To remove a user group from the role, use the
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For external users, the list of user groups shown for the user is read-only. The user groups are the PhixFlow equivalents that map to the Active Directory user groups; see Configure Active Directory Integration for details.
Security Questions
This section is only available for local users. Enter up to 3 questions and answers. If a user needs to reset their password, PhixFlow asks one of the questions to verify the user's identity; see Password Reset.
Field | Description |
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Question 1 | The user's first security question. |
Answer 1 | The answer to the first security question. |
Question 2 | The user's second security question. |
Answer 2 | The answer to the second security question. |
Question 3 | The user's third security question. |
Answer 3 | The answer to the third security question. |
Last requested reset time | PhixFlow shows the (read-only) date/time of the last password reset link. |
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You can save the user properties with none or incomplete security questions and answers. PhixFlow recommends that users set all three security questions and answers in the User Details window. |