PhixFlow Help
Managing User Groups and Privileges
- Former user (Deleted)
- Fiona Sargeant (Unlicensed)
- Ian Fitzgerald (Unlicensed)
The default user groups are :
| User Group | Associated Role | Description |
|---|---|---|
| Administrators | Administrator | Members can add new users and modify other user's accounts. Only members of this group can create, delete or update another users' credentials. |
| Designers | Modeller | Members can create models and update general configuration options. |
| Guests | Guest | Members can view configurations, but have few other privileges. |
| Startup | startup | A user group for the initial setup of a new PhixFlow installation. When first installed, PhixFlow creates a startup user in this group, with privileges to administer other users. Once you have added users to the Administrator group, remember to delete this user. |
| Users | User | Members can view data and dashboards. |
| SuperUsers | Superuser | Members have more privileges than Users. Usually used for managers who have full access to the data and can create filters and views on it. SuperUsers do not usually create or update the underlying models. |
Adding or Changing a User Group
To see the list of existing user groups, in the repository browser scroll down to 
User Groups and expand the section. If you are managing users for an application, find and expand the application name, and scroll to the user groups listed for the application.
To edit a user group, double-click on the name. To create a new user group, right click User Groups and select 
Add.
The user group property tab provides sections add a name, the users who are members and the modeling objects and applications that the users can access. See User Group for details of the specific properties and how to edit the lists.
There are two ways you can add a user to a user group.
- In the user group property tab → Users section, open a list of users and drag one or more into the list.
- In the user property tab → User Group section, open a list of user groups and drag one or more into the list.
PhixFlow automatically updates the properties so that users and their groups remain consistent.
Roles and Privileges
The privileges that members of a user group have is controlled by their role. To find out what privileges a user group has, in the user group property tab → Role section double-click on the role. PhixFlow opens the role property tab where the Privileges section lists all the privileges. For example, the Modeller privilege includes List Database Exporters, Modify Database Exporters and View Database Exporters.
User groups can have multiple roles. For example you may want a group of users who can both create models and add filters to views on the models. In this case you could add the two roles Designers and SuperUsers.
We recommend that you do not change the default roles, although users who belong to the Administrator group have permissions to update them if required.
Restricting Access to Modelling Objects
By default, PhixFlow is set up to allow all users with the relevant privileges to access all modelling objects, such as streams, stream views, dashboards, filters etc. However, you may need to restrict access to only some objects, for example to provide access to specific dashboards related to a project. To do this:
- In the object's property tab → Access Permissions section, untick the All Users can View Data check box.
- Either, in the object's property tab → User Group section, drag in the user group.
or, in the user group property tab, expand the section related to the type of object and drag it into the user group.
Now only users of the specified group can use the modelling object.
Access Permissions
You can limit which users can add or remove members from a user group. Tick the Access Permissions → Restrict who can manage members of this user group check box. PhixFlow adds a grid where you can drag in other user groups. See User Group > Access Permissions for details.
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