This page is for PhixFlow administrators who need to set up user accounts in PhixFlow. It describes the user settings. For related information, see the PhixFlow User Administration topic.

Overview

Each user who needs to log into PhixFlow needs to have a user account set up. User accounts that only exist in PhixFlow are known as local users. You can integrate PhixFlow with other user management systems. For more information, see:

Users can view and change their own user account details from the Users menu My User Details options, available at the top right of a PhixFlow window.

Sections on this page

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:

The toolbar has the standard icons. For information about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties. For information about other property tabs, see Property Tabs.

Adding or Changing a User Account

To create or change a user account, in the repository browser scroll down to the Users section.

To change an existing user account, double-click on the name to open its property tab.

To add a new user account, right-clickUsers and select Add. PhixFlow opens a property tab where you can enter the details for the new user.

Basic Settings

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.

Field	Description
Login Name	Required. Enter a name with which the user will log into PhixFlow.
First Name	Required. Enter the first name of the user.
Last Name	Enter the last name of the user.
Locale	Required. Select the user's country from the drop-down list.
Domain	Enter the domain that the user logs in with. For PhixFlow user accounts that are not integrated with other user management systems, enter `local`. For users configured via active directory, enter an active directory domain.
Organisation	Enter your organisation name. For users configured via active directory, this is the organisation name supplied by active directory.
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 Users menu → My User Details → User Details tab.
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 users configured via active directory, enter an active directory email.
Phone Number	Enter a phone number of the user. For users configured via active directory, enter an active directory phone number.
Enabled	Available for local users only. Tick to allow the user to log into PhixFlow. Untick for user accounts that you set up to receive emails sent by PhixFlow task plans or file exporters. User accounts with Enabled unticked do not permit the user to log into PhixFlow.
Account Locked	Available for local users only. Tick the account is unlocked and the user can log in. Untick indicates there have been too many login failures and PhixFlow has locked the account to prevent unauthorised access. Untick the check box to unlock the account. The permitted number of login failures is configured in the password policy.
Send Alerts by SMS	PhixFlow models or applications may be configured to send SMS messages to users. Tick to allow PhixFlow to send SMS alerts to this user's Phone Number. Untick to prevent PhixFlow from sending SMS alerts to this user.
Send Alerts by Email	PhixFlow models or applications may be configured to send emails to users. Tick to allow PhixFlow to send emails to this user's Phone Number. Untick to prevent PhixFlow from sending emails to this user.
Open in Design Mode	If ticked, the user's default mode is the Design Mode. Otherwise the default mode is App Mode. Tick to open PhixFlow in Design Mode for this user. Untick to open PhixFlow in the default App Mode.
Last Activity Time	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 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.

From version 8.0.9, you can save the user properties without specifying any of the security questions and answers. However, once you have added a question and answer for one, you must complete them all before saving the user properties.