PhixFlow Help

User Group

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Last updated: Dec 24, 2019 by Fiona Sargeant (Unlicensed)

This page is for PhixFlow administrators who need to set up groups of users with access to specific objects, data and processes in PhixFlow. It describes the user group properties. For related information, see the User Administration topic.

Overview

Use the user group property tab to add users to a user group. The user group inherits privileges from the roles listed in the property tab; see Roles and Privileges. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. If you need to restrict user access to sub-sets of modelling objects, display components etc. you can add the objects to this property tab.

When you add modelling objects or applications to the user group, remember to check their Access Permissions. If All Users Can View Data is unticked, then you must provide access to the object by:

  1. Assigning user groups to the object.
  2. Adding the user(s) to one of those user groups.
Sections on this page



Adding or Changing a User Group

To create or change a user group, in the repository scroll down to the User Groups  section. 

To change an existing user group, double-click on the name to open its property tab.

To add a new user group, right-clickUser Groups and select  Add. PhixFlow opens a property tab where you can enter the details for the new user group.

User Group Properties

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  For a full list of all the PhixFlow property tabs and windows, see Property Tabs.

Basic Settings

FieldDescription
NameEnter the name of the user group.
External Login Groups

Enter the names of the external login groups that will be mapped to this user group. Use {instance} to include the PhixFlow instance name. See Configure Active Directory Integration for details.

Separate multiple names with a semi-colon. Spaces are taken to be part of the group name.

External Login Groups EvaluatedPhixFlow displays the names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used.

Users

This section has a toolbar with standard buttons and  Users. 

The grid contains a list of users assigned to this group. To add a PhixFlow user to the list:

  1. Click  Users to list the users in the repository.
  2. Drag users into this list to add them to the group.

Only existing PhixFlow users can be added to a group in this way. To add external users, use the Basic Settings → External Login Groups  field set a group (or groups) of external users, then map the external login group(s) to a PhixFlow user group. 

To remove users from the group, use the toolbar button  Permanently Delete.

Roles

This section has a toolbar with standard buttons and  Roles.

The grid contains a list of user groups assigned to this role. To add a user group to the list:

  1. Click  Roles to list all the user groups in the repository.
  2. Drag user groups into this list to add them to the role. 

To remove user groups from the role, use the toolbar button  Permanently Delete.

Streams

This section has a toolbar with standard buttons and  Streams.

The grid contains a list of the streams assigned to this group. To add streams to the list:

  1. Click  Streams to list the streams in the repository.
  2. Drag streams into this list to add them to the group.

To remove roles from the group, use the toolbar button  Permanently Delete.

Dashboards

This section has a toolbar with standard buttons and  Dashboards.

The grid contains a list of dashboards assigned to this group. To add dashboards to the list:

  1. Click  Dashboards to list the dashboards in the repository.
  2. Drag dashboards into this list.

To remove dashboards from the group, use the toolbar button  Permanently Delete.

Stream Views

This section has a toolbar with standard buttons and  Stream Views.

The grid contains a list of the stream views assigned to this group. To add dashboards to the list:

  1. Click  Stream Views to list the streams in the repository. Expand a stream to see its views.
  2. Drag stream views into this list.

To remove stream views from the group, use the toolbar button  Permanently Delete.

Stream Actions

This section has a toolbar with standard buttons and  Stream Actions.

The grid contains a list of the stream actions assigned to this group. To add stream actions to the list:

  1. Click  Stream Actions to list the stream actions in the repository. Expand a stream to see its actions.
  2. Drag stream actions into this list.

To remove stream actions from the group, use the toolbar button  Permanently Delete.

Applications

This section has a toolbar with standard buttons and   Applications.

The grid contains a list of the applications assigned to this group. To add applications to the list:

  1. Click  Applications to list the applications in the repository.
  2. Drag applications into this list.

To remove applications from the group, use the toolbar button  Permanently Delete.

Filters

This section has a toolbar with standard buttons and  Filters.

A list of the filters assigned to this group. To add filters to the list:

  1. Click  Filters  to list the streams in the repository. Expand a stream to see its filters.
  2. Drag filters into this list.

To remove filters from the group, use the toolbar button  Permanently Delete.

Sort Orders

This section has a toolbar with standard buttons and  Sort Order.

The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:

  1. Click  Sort Order  to list the streams in the repository. Expand a stream to see its sort orders. 
  2. Drag sort orders into this list.

To remove sort orders from the group, use the toolbar button  Permanently Delete.

Access Permissions 

FieldDescription
Restrict Who Can Manage
Members of this User Group

Users with the Administer Users, User Groups and Roles privilege can always add or remove a user from this group.

 Untick so that users with the Add and Delete Users from a User Group can also add or remove a user from this group.

 Tick to add an additional constraint. PhixFlow adds a User Groups list to this section. Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in the User Groups list.

User Groups

Available when Restrict Who Can Manage Members of this User Group is ticked. This section has a toolbar with standard buttons.

To add specific user groups to the list:

  1. Click  User Groups to list the user groups in the repository.
  2. Drag a user group into this list.

Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in this list.

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