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 must have a user account set up. In addition, user accounts are added to user groups to control their access to features, items and data in PhixFlow.

Administrators use the user properties to configure the user accounts. Users can manage their own password and security questions in the User Details window.

Types of PhixFlow User

There are three types of user, depending on whether you manage the user authentication and authorisation:

entirely in PhixFlow - local user
partly with an external login system - mixed user
entirely with an external login system - external user

User Type	Authentication	Authorisation
local user	User logs in with username and password maintained in PhixFlow	Access is controlled by user groups assigned to the user in PhixFlow
mixed user	User logs in with Active Directory/SAML	Access is controlled by user groups assigned to the user in PhixFlow
external user	User logs in with Active Directory/SAML	Access is controlled by external user groups mapped to PhixFlow user groups on login

If you use an external login system (Active Directory/SAML), you must create accounts with the same username in PhixFlow. However, you do not need to set any password.

For more information, see:

Users can view and change their own user account details from the User Details window, available from the task bar at the bottom of the PhixFlow window; see Menu Options and Toolbar Buttons

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 roles. The 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 icons. For information about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties. For information about other property tabs, see Property Tabs.

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-click Users 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.

Field	Description
Login Name	Required. Enter a name with which the user will log into PhixFlow. If creating a mixed user the login name must match the name used for the external login provider.
First Name	Required. Enter the first name of the user. For external users, the first name is supplied by the authentication provider.
Last Name	Enter the last name of the user. For external users, the last name is supplied by the authentication provider.
Locale	Required. Select the user's country from the drop-down list.
Domain	Enter the domain with which the user logs in. For PhixFlow user accounts that are not integrated with other user management systems, enter `local`. The drop-down list displays all external login domains for authentication only. These are configured in phixflow-login.xml.
Organisation	Enter your organisation name. For external users, the organisation name is supplied by the authentication provider.
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 → User Details → User Details tab.
Confirm Password	Available 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 Dashboard	Select a dashboard that PhixFlow will display when the user logs in.
Default Application	Select 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 external users, the email address is supplied by the authentication provider.
Phone Number	Enter a phone number of the user. For external users, the phone number is supplied by the authentication provider.
Enabled	Available for local and mixed 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 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. Untick the account is unlocked and the user can log in.
Password Reset Locked	Available for local users with a password policy that permits password reset. Tick indicates there have been too many failed attempts to answer the security questions and PhixFlow has disabled password reset for this user. Untick the check box to allow password reset. The permitted number of reset attempts is configured in the password policy. Untick the user may perform a password reset.
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 Time	Read only. PhixFlow 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:

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 a user group from the role, use the Delete in the toolbar.

For external 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.

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

You can save the user properties with none or incomplete security questions and answers.

PhixFlow recommends that users set all three security questions and answers in the User Details window.