This page is for PhixFlow administrators who want to manage user accounts. For related information, see the PhixFlow User Administration topic.
See Also
The Startup User
For newly installed PhixFlow instances a special user called “Startup” with password Startup is created specifically for the creation of the first users. After setting up initial users (and of course at least one user with the “Administer Users, User Groups and Roles” privilege) the startup user must be blocked from logging in by unchecking its ‘Login Allowed’ flag on the user details form or by deleting the user from the system entirely.
Should you accidentally disable or delete all users with the ability to administer other users, please contact your PhixFlow support team.
Managing Users
You can manage user accounts
- either in the Full Repository →
Userssection - or in the user list;
in the repository, right-click Users and select Show a detailed list
Creating Users
You can add user accounts
- in the repository: see Full repository →
- in the user list.
To add a new user account you must have the privilege Administer Users, User Groups and Roles and Create User.
Step 1 Open the User List
Open the user list by expanding the section Users in the repository. The users are grouped by the domain from which they authenticate or local, for users whose authentication is managed by PhixFlow. Users are classed as local, mixed or external depending on their authentication and authorisation configuration; see User. You can change users from local to mixed and mixed to local by dragging the user name to a different domain in the repository.
Detailed User List
You can open the detailed users list by right clicking on the header Users in the repository and selecting
Step 2 Add a User
To add a user, in the repository right-click on Users and click 
Add New User; see the User page for details of the properties you can set for each user, and of how to add users to user groups.
Step 3 Associate Multiple Users to a User Group
If you are creating multiple new users who require the same user group then these users can be added in bulk to the user group by the following method:
- Create each user individually.
- Open the User Group to which you want to associate the users.
- In the user list, highlight all the users you want to add from the user group. Use Shift+click or Ctrl+click to select multiple users.
- Drag the selected list into the Group Members tab of the user group.
Please note, in this method you are dragging and dropping Users onto the User Group window rather than User Groups onto the User window. The overall effect is the same in PhixFlow, this method is just described as it may be easier when creating a large number of users all associated to the same User Group.
For more information on who can add or remove user group access to a user, see the User Group page Access Permission section.
Deleting Users
User accounts are referenced in several places within PhixFlow. For example a user may be the recipient of emails sent by file exporters or task plans. If a user account is deleted, all references to that user will be removed. Log messages and audit trails will still maintain a record of the actions performed by a deleted user.
To delete a single user from the repository:
- In the repository, expand the Users section.
- Right-click a user account.
- Select
Delete.
To delete multiple users from the user list:
- In the repository, right-click Users.
- Select Show a Detailed List
- PhixFlow opens the user list.
- Tick the user accounts you want to delete.
- Click
Remove
press the red cross on the top of the list. A warning will appear advising you that you are about to delete the user:
- Press “Cancel” to quit without deleting the User
- Press “Permanently Delete” to remove the User
Note: Please contact your PhixFlow support group if you accidentally delete a user.