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 PhixFlow User Administration topic.

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 Form Descriptions.

Sections on this page

Adding or Changing a Role

To find roles, in the repository browser 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 Add. PhixFlow opens a property tab where you can enter the details for the new role.

The Roles Property 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. 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. 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.