This page is for PhixFlow administrators who need to set up user accounts in PhixFlow and for users who want to update their account, for example with a new password. It describes the user settings. For related information, see the PhixFlow User Administration topic.

Overview

There are several ways to set up user accounts for PhixFlow.

Local only

Active Directory

Single sign-on

PhixFlow user - either a "local" user, that is, only defined in PhixFlow, and independent of any other part of your infrastructure; or an "AD" user - that is, a user created automatically in PhixFlow if you have set up integration with Microsoft Active Directory, and a user have logged into PhixFlow by this means.

To edit a user account that is not your own, you must belong to a user group that in turn includes a role with privilege Administer Users, User Groups and Roles

Use the user settings tab to add . The user group inherits privileges from the roles listed in the settings tab; see User Group Roles and Privileges. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. If you need to restrict user access to sub-sets of modelling objects, display components etc. you can add the objects to this settings tab.

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.

Sections on this page

Adding or Changing a User Account

Basic Settings

Field	Description
Login Name	The login name that the user will log into PhixFlow with. If this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export ticked, this username will be used to log onto the database to perform the export.
First Name	First Name of the user.
Last Name	Last Name of the user.
Language	Language of the user. Select a language from the drop-down list.
Domain	The domain that the user logs in with. This can be local, for users that exist independently in PhixFlow, or one of the configured active directory domains, if an integration with active directory has been set up. See Configure Active Directory Integration for details.
Organisation	The users Organisation. For local users this is free format text. For AD users this is the Organisation supplied by AD.
Password	This is only visible for local users. You can set the user's password by updating this field. If this user is going to run tasks that include database exports, if the Datasource has the option Use User credentials on export ticked, this password will be used to log onto the database to perform the export.
Confirm Password	This is only visible for local users. Confirmation of the Password entered above.
Password Policy	This is only visible for local users. The Password Policy that the user's password will be checked against. The built in Password Policy is selected by default. The default system password policy can be changed in the System Configuration editor. Administrators can select another option from the drop-down list. See the Password Policy Details form.
Default Dashboard	Default dashboard of the user. Select a value from the drop-down list.
Default Application	The default application is the application that will be loaded when the user logs in if they haven't specified an application in the URL.
Email Address	Email Address of the user. For AD users this is the email address supplied by AD.
Phone Number	Phone number of the user. For AD users this is the phone number supplied by AD.
Enabled	This is only visible for local users. Disabled users can still receive emails sent by PhixFlow task plans or file exporters, but they cannot log in to PhixFlow.
Account Locked	This is only visible for local users. If ticked, the user's account is locked due to too many login failures. Untick to unlock the account.
Send Alerts by SMS	If ticked, the user can receive SMS alerts, if configured n a PhixFlow process, to the phone number defined in their user details.
Send Alerts by Email	If ticked, the user can receive email alerts, if configured in a PhixFlow process, to the email address defined in their user details.
Open in Design Mode	If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode.
Last Activity Time	The last time the user performed an action in PhixFlow.

User Groups

This section has a toolbar with standard buttons and User Groups.

The grid contains a list of user groups to which this user belongs. To add a user group to the list:

Click User Groups to list all the user groups in the repository.
Drag user groups into this list to add them to the role.

To remove a user group from the role, use the Delete in the toolbar.

For Active Directory 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
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.
Current Reset Attempts	PhixFlow shows the number of failed password-reset attempts.