Roles

PhixFlow Help

Roles

This page is for PhixFlow administrators who need to assign roles, with their associated privileges, to user groups. It describes the role properties. 

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 User Administration topic.

Sections on this page

Adding or Changing a Role

To find roles, in the repository scroll down to the 

 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

 and select 
. PhixFlow opens a property tab where you can enter the details for the new role.

The Roles Property Tab

Basic Settings 

Field

Description

Field

Description

Name

Required. The name of the role.

Privileges

This section has a toolbar with standard buttons and

.

The grid contains a list of the privileges assigned to this role. To add more privileges to the list:

  1. Click 

     to list all the privileges in the repository.

  2. Drag privileges into this list to add them to the role.

To remove privileges from the group, use the toolbar button 

.

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:

  1. Double-click a privilege to open its property tab.

  2. Expand the Roles section, which lists the specific user roles to which this privilege is assigned.

  3. Click the toolbar icon 

     to list all the roles in the repository.

  4. Drag the roles into the list.

User Groups

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

 in the toolbar.