User
- Former user (Deleted)
- Anthony George
- Dominic Sandhu (Unlicensed)
This page is for PhixFlow administrators who need to set up user accounts in PhixFlow. It describes the user settings.
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 /wiki/spaces/HELP81/pages/1750991290 window.
Types of PhixFlow User
There are three types of users, 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 a username and password maintained in PhixFlow. | Access is controlled by user groups assigned to the user in PhixFlow. |
| mixed user | User logs in using integration with AD/ AAD via SAML. | Authentication is provided by AD/ AAD; authorisation is provided by PhixFlow. In this case, you must create accounts with the same username in PhixFlow. However, you do not need to set any password. |
| external user | User logs in with integration with AD/ AAD via SAML or integration with AD via LDAP. | Access is controlled by external user groups mapped to PhixFlow user groups on login. |
For more information, see:
- Configure AD/ AAD Integration via SAML
- Configure Groups for External Login
- Configure Active Directory Integration via LDAP.
Users can view and change their own user account details from the 
User Details window, available from the header bar 
User Options; see User Details.
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:
- Managing User Accounts
- Managing User Groups and Privileges
- Restricting a User from seeing a column in a GRID.
To edit a user account, you must belong to a user group that has a role with the privilege Administer Users, User Groups and Roles.
Adding or Changing a User Account
To create or change a user account, in the repository 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 
Create New. PhixFlow opens a property tab where you can enter the details for the new user.
Property Pane Toolbar
For information about the toolbar options, see the Common Properties page, Toolbars and Controls section.
Properties Tab
Basic Settings
| Field | Description |
|---|---|
| Login Name | Required. Enter a name with which the user will log into PhixFlow. Whatever capitalisation you use, PhixFlow treats the name as all lowercase. 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. Error rendering macro 'excerpt-include' : No link could be created for 'HELPTRUNKR:System configuration'. |
| Domain | Enter the domain with which the user logs in. For PhixFlow user accounts that are not integrated with other user management systems, enter The drop-down list displays all external login domains for authentication only. These are configured in phixflow-login.xml. The domain set here also affects the user list in the repository as follows:
|
| User Type | Read-only. PhixFlow displays LOCAL, MIXED or EXTERNAL, depending on the configuration of the properties. |
| Organisation | Enter your organisation name. For external users, the organisation name is supplied by the authentication provider. |
| Password | Available for local users only. Enter the user's password. Users can change their password:
|
| Password Policy | Required. Available for local users only. Keep the default password policy, or select an alternative. PhixFlow checks that the password meets the requirements configured in the password policy. The default password policy is configured for the PhixFlow instance in System Configuration. |
| 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. PhixFlow uses this address to send notification emails. These are configured in the Send by Email sections of: These link to User Notification Rules. 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.
You can only enable a user if the Password has been set.
|
| Account Locked | Available for local users only.
|
| Password Reset Locked | Available for local users with a password policy that permits password reset.
|
| Open in Design Mode |
|
| Show the Help Tab on Startup | The Help tab provides a link to the PhixFlow help pages and Training Courses.
|
| Last Activity Time | Read-only. PhixFlow displays the most recent time that the user was active 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. This automatically adds the user to the user group.
To remove a user from a user group, use the toolbar button 
Delete.
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 via LDAP for details.
Security Questions
This section is only available for local users. Enter 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 Changing or Resetting Your Password.
| Field | Description |
|---|---|
| Question 1 | To configure security questions and answers:
Answers are encrypted. They are displayed in these fields as dots. You can save the user properties without specifying any of the security questions and answers. However, once you have added a question and answer for one, you must complete them all before saving the user properties. |
| Answer 1 | |
| Question 2 | |
| Answer 2 | |
| Question 3 | |
| Answer 3 | |
| Last requested reset time | PhixFlow displays the date/time of the last password reset. |
If you change the account configuration so that a local user is converted to a mixed or external user, PhixFlow automatically clears the security questions and answers, as they are no longer required.
You can save the user properties with no or incomplete security questions and answers.
PhixFlow recommends that users set all three security questions and answers in the /wiki/spaces/HELP81/pages/1750991290 window.
Config Export Settings
This section relates to exported configurations. These are applications, packages or selected objects saved as zip files. You can move exported configurations between PhixFlow instances.
To ensure data security, PhixFlow can encrypt the files. PhixFlow saves the files in the download area for a limited time period; see Configuring the Download Area.
Use the following fields to set a default password for exported configurations.
| Field | Description |
|---|---|
| Export Password Policy | By default, PhixFlow applies the Password Policy set in System Configuration → Advanced → Export Password Policy. Optionally, select a different password policy to apply different rules about the export password for this user. |
| Set Default Export Password | For user accounts with an empty Export Password, use this tick box to distinguish between passwords set as blank, or passwords not yet set.
|
| Default Export Password | Available when Set Default Export Password is ticked. Enter a password with at least 6 characters. Click When the user downloads an exported configuration, the zip file is encrypted and this password is associated with it. The user can enter a different password. If you set a default password, you must tell the user what it is. The user must supply the same password when they import the configuration to another PhixFlow instance; see Using the Download Area. |
Audit Tab
Audit Summary
See the Common Properties page, Audit Summary section.