Roles
- Andrew Stoddart
- Fiona Sargeant (Unlicensed)
- Eleanor Brodie
This page is for PhixFlow administrators who need to assign roles, with their associated privileges, to user groups. It describes the role properties. For related information, see the PhixFlow User Administration topic.
Overview
Roles represent the type of access required to do specific tasks in PhixFlow, for example, Designer, User, Administrator. Roles and user groups are linked, and user groups have privileges because of their roles. For more information about how users, user groups, roles and privileges are connected, see pages in the User Administration topic.
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.
Adding or Changing a Role
To find roles, in the repository scroll down to the Roles section and expand it.
To change an existing role, double-click on the name to open its property tab.
To add a new role, right-click Roles and select Create New. PhixFlow opens a property tab where you can enter the details for the new role.
Property Pane Toolbar
For information about the toolbar options, see the Common Properties page, Toolbars and Controls section.
Properties Tab
Basic Settings
Field | Description |
---|---|
Name | Required. The name of the role. |
Privileges
This section has a toolbar with standard buttons and Privileges.
The grid contains a list of the privileges assigned to this role; see Privileges. To add more privileges to the list:
- Click Privileges to list all the privileges in the repository.
- Drag privileges into this list to add them to the role.
To remove privileges from the group, use the toolbar button Delete.
Double-click a privilege to open its property tab. Expand the Roles section to see the specific user roles to which this privilege is assigned.
To add a privilege to several roles at the same time:
- Double-click a privilege to open its property tab.
- Expand the Roles section, which lists the specific user roles to which this privilege is assigned.
- Click the toolbar icon Roles to list all the roles in the repository.
- Drag the roles into the list.
User Groups
This section has a toolbar with standard buttons and User Groups.
The grid contains a list of user groups assigned to this role; see User Group. 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 user groups from the role, use the Delete in the toolbar.
Description
We recommend that you always enter a description to explain the purpose of this item.
Audit Tab
Audit Summary
See the Common Properties page, Audit Summary section.
Terminology changes in progress
As part of the redesign of PhixFlow, we are changing the following terms:
dashboard → screen
stream → table
stream attributes → attributes
stream item → record
stream set → recordset
stream view → view
stream item action → record-action
stream action → table-action
driver class → database driver