PhixFlow Help

User

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 rolesThe 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 iconsFor information about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  For information about other property tabs, see Form Descriptions.

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.

FieldDescription
Login Name

Required. Enter a name with which the user will log into PhixFlow.

First NameRequired. Enter the first name of the user.
Last NameEnter the last name of the user.
LocaleRequired. 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.

OrganisationEnter 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 PasswordAvailable 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 DashboardSelect a dashboard that PhixFlow will display when the user logs in.
Default ApplicationSelect 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 TimePhixFlow 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:

  1. Click  User Groups to list all the user groups in the repository.
  2. 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.

FieldDescription
Question 1The user's first security question.
Answer 1The answer to the first security question.
Question 2The user's second security question.
Answer 2The answer to the second security question.
Question 3The user's third security question.
Answer 3The answer to the third security question.
Last requested reset timePhixFlow shows the (read-only) date/time of the last password reset link.
Current Reset Attempts

PhixFlow shows the number of failed password-reset attempts.

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