Privileges

This page is for PhixFlow administrators who need to assign privileges to roles. It describes the privilege settings. For related information, see the PhixFlow User Administration topic.

Overview

PhixFlow has many privileges, each representing a specific tasks that a PhixFlow user can do. For example to create and change a table, a user needs the privileges Create Streams and Modify Streams.

Privileges are assigned to, for example, Designer, User, Administrator. Then roles and user groups are linked. For more information about how users, user groups, roles and privileges are connected, see pages in the User Administration topic.

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  We recommend you always add a Description that explains the purpose of the item you are creating. 

For a full list of all the PhixFlow property tabs and windows, see Properties, Windows, Menus and Toolbars.

Types of Privilege

Privileges apply to modelling objects, application components and administration items, such as users. Privileges have the following types:

  • View: you can see the item throughout PhixFlow

  • List: you can see the item in the repository. You must also have the view privilege.

  • Create: you can create a new item.

  • Modify: you can change an existing item

  • Delete: you can delete an item.

Finding Privileges

To find privileges, in the repository scroll down to the  Privileges section and expand it.

You may see privilege icons with different colours:

  • yellow  Privileges indicates actions that require this privilege will not be audited.
  • red  Privilege indicates actions that require this privilege will be audited.

See Privileges#Managing Audits, below, for details.

You cannot add or remove privileges. You can make changes to a privilege, for example to add roles or to change the Audit this Action option. To change a privilege, double-click on the name to open its property tab.

Property Pane Toolbar

For information about the toolbar options, see the Common Properties page, Toolbars and Controls section.

 Properties Tab

Basic Settings

Field

Description

Name

The name of the privilege, for example Delete Menus.

Object

The object or component that this privilege applies to for example Menu.

Action

The type of privilege, for example Delete.

Audit This Action

 Tick to include actions that require this privilege in the audit summary.

Managing Audits

If you want to change the Audit This Action option for several privileges, use the detailed list.

  1. In the repository scroll down to the  Privileges section.
  2. Right-click Privileges and select  Show a Detailed List. PhixFlow opens full list of the privileges with an Audit This Action check box for each.
  3. Click the check boxes to change whether or not audit is selected.

Roles

This section has a toolbar with standard buttons and  Roles.

The grid contains a list of roles that have this privilege; see Roles. To add a role to the list:

  1. Click  Roles to list all the roles in the repository.
  2. Drag roles into this list to add the privilege to the role.

To remove roles from the privilege, use the  Delete in the toolbar.

Description

We recommend that you always enter a description to explain the purpose of this item.

 Audit Tab

Audit Summary

See the Common Properties page, Audit Summary section.

Sections on this page


Terminology changes in progress

As part of the redesign of PhixFlow, we are changing the following terms:

dashboard → screen   
stream → table
stream attributes → attributes
stream item → record
stream set → recordset
stream view → view
stream item action → record-action 
stream action → table-action
driver class → database driver