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. 

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.

Adding or Changing a User Group

To create or change a user group, in the repository scroll down to the 

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

To add a new user group, right-click

User Group Properties

Basic Settings

Users

This section has a toolbar with standard buttons and 

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

1. Click

    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 

Roles

This section has a toolbar with standard buttons and 

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

1. Click

    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 

Streams

This section has a toolbar with standard buttons and 

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

1. Click 

    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 

Dashboards

This section has a toolbar with standard buttons and 

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

1. Click 

   to list the dashboards in the repository.

2. Drag dashboards into this list.

To remove dashboards from the group, use the toolbar button 

Stream Views

This section has a toolbar with standard buttons and 

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

1. Click 

    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 

Stream Actions

This section has a toolbar with standard buttons and 

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

1. Click 

    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 

Applications

This section has a toolbar with standard buttons and  

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

1. Click

    to list the applications in the repository.

2. Drag applications into this list.

To remove applications from the group, use the toolbar button 

Filters

This section has a toolbar with standard buttons and 

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

1. Click

     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 

Sort Orders

This section has a toolbar with standard buttons and 

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

1. Click

     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 

Access Permissions