Adding or Changing a User Group
To create or change a user group, in the repository scroll down to the 
User Groups section.
To change an existing user group, double-click on the name to open its property tab.
To add a new user group, right-clickUser Groups and select 
Create New. PhixFlow opens a property tab where you can enter the details for the new user group.
User Group Properties
For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties. We recommend you always add a Description that explains the purpose of the item you are creating.
For a full list of all the PhixFlow property tabs and windows, see Properties, Windows, Menus and Toolbars.
Basic Settings
| Field | Description |
|---|---|
| Name | Enter the name of the user group. |
| External Login Groups | Enter the names of the external login groups that will be mapped to this 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 | PhixFlow displays the names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used. |
Users
This section has a toolbar with standard buttons and 
Users.
The grid contains a list of users assigned to this group. To add a PhixFlow user to the list:
- Click Users to list the users in the repository.
- Drag users into this list to add them to the group.
Only existing PhixFlow users can be added to a group in this way. 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 toolbar button 
Delete.
Roles
This section has a toolbar with standard buttons and 
Roles.
The grid contains a list of user groups assigned to this role. To add a user group to the list:
- Click Roles to list all the user groups in the repository.
- Drag user groups into this list to add them to the role.
To remove user groups from the role, use the toolbar button Delete.
Streams
This section has a toolbar with standard buttons and 
List Tables.
The grid contains a list of the streams assigned to this group. To add streams to the list:
- Click List Tables to list the streams in the repository.
- Drag streams into this list to add them to the group.
To remove roles from the group, use the toolbar button Delete.
Dashboards
This section has a toolbar with standard buttons and 
Screen.
The grid contains a list of dashboards assigned to this group. To add dashboards to the list:
- Click Screen to list the dashboards in the repository.
- Drag dashboards into this list.
To remove dashboards from the group, use the toolbar button Delete.
Stream Views
This section has a toolbar with standard buttons and 
Show view.
The grid contains a list of the stream views assigned to this group. To add dashboards to the list:
- Click Show view to list the streams in the repository. Expand a stream to see its views.
- Drag stream views into this list.
To remove stream views from the group, use the toolbar button Delete.
Stream Actions
This section has a toolbar with standard buttons and 
Record-Action.
The grid contains a list of the stream actions assigned to this group. To add stream actions to the list:
- Click Record-Action to list the stream actions in the repository. Expand a stream to see its actions.
- Drag stream actions into this list.
To remove stream actions from the group, use the toolbar button Delete.
Applications
This section has a toolbar with standard buttons and 
Applications.
The grid contains a list of the applications assigned to this group. To add applications to the list:
- Click Applications to list the applications in the repository.
- Drag applications into this list.
To remove applications from the group, use the toolbar button Delete.
Filters
This section has a toolbar with standard buttons and 
Filter.
A list of the filters assigned to this group. To add filters to the list:
- Click Filter to list the streams in the repository. Expand a stream to see its filters.
- Drag filters into this list.
To remove filters from the group, use the toolbar button Delete.
Sort Orders
This section has a toolbar with standard buttons and 
Sort Order.
The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:
- Click Sort Order to list the streams in the repository. Expand a stream to see its sort orders.
- Drag sort orders into this list.
To remove sort orders from the group, use the toolbar button Delete.
Access Permissions
| Field | Description |
|---|---|
| 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.
|
| 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. |
