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Navigating PhixFlow (for Users)

When you log in, PhixFlow displays the application menu. Anytime you want to return to the application menu, in the top left corner of the PhixFlow window, click  Application menu.

In the header bar you will see the name of the PhixFlow server on which you are working. This is particularly important where you have multiple environments, such as a development, UAT and production environment. 

Opening an Application

  1. Double-click on the chosen application 
    1. Alternatively, right-click and choose to open in a new tab or window
  2. The application will load, and if configured a landing screen and/or menu will show
  •  Application menu: reopen the application menu to load a different application

Hover over this to see the options:

  •  User Details: manage your user details, including name, email and phone number, and see the user groups you are part of, e.g. Administrator, Superuser - see User Details
  • Change Password: enter a new password
  •  Logout

The Learning Centre provides access to all courses, video tutorials and example data sets, as well as the ability search our extensive help library for your specific topic, such as Functions or API integrations.

The  Administration menu provides a number of system options, including the ability to import or export content and access to the  System Console, which monitors different processes and tasks. The options you see depend on your permissions. See Administration Menu.

The download area displays files created by an export process that are ready to download. See Using the Download Area.

The System Console displays currently running tasks and log messages from PhixFlow processes. Access to the console is dependent on your access privileges. 

Use this option to open the help portal for the designated support team (if configured for your system).

Use this to email the designated support team.

Display general information about your PhixFlow installation, such as the current version of the software.


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