PhixFlow Help

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This page is for PhixFlow administrators who want to manage user groups. This page is one of several about PhixFlow User Administration.

PhixFlow Default User Groups

PhixFlow has 6 user groups enabled by default. Each user group has its own role, which defines the privileges for the group. 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. To configure PhixFlow to have a different set of permissions, create:

  • a new user group and define the PhixFlow components that users can access
  • a new role that specifies the privileges.
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The default user groups are :

User GroupAssociated RoleDescription
AdministratorsAdministratorMembers can add new users and modify other user's accounts. Only members of this group can create, delete or update another users' credentials.
DesignersModellerMembers can create models and update general configuration options.
GuestsGuestMembers can view configurations, but have few other privileges.
Startupstartup

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.

UsersUserMembers can view data and dashboards.
SuperUsersSuperuserMembers have more privileges than Users. Usually used for  managers who have full access to the data and can create filters and views on it. SuperUsers do not usually create or update the underlying models.

Adding or Changing a User Group

To see the list of existing user groups, in the repository browser scroll down to  User Groups and expand the section.  If you are managing users for an application, find and expand the application name, and scroll to the user groups listed for the application.

To edit a user group, double-click on the name. To create a new user group, right click  User Groups and select  Add

The user group settings 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 settings and how to edit the lists.

There are two ways you can add a user to a user group.

  • In the user group settings → Users section, open a list of users and drag one or more into the list.
  • In the user settings → User Group section, open a list of user groups and drag one or more into the list.

PhixFlow automatically updates the settings 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 settings → Role section double-click on the role. PhixFlow opens the role settings 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. 

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 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:

  1. In the object's settings → Access Permissions section, untick the All Users can View Data check box.
  2. Either, in the object's settings → User Group section, drag in the user group.
    or, in the user group settings, 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.

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