This page is for PhixFlow administrators who need to set up user accounts in PhixFlow. It describes the user settings. For related information, see the PhixFlow User Administration topic.

Overview

Each user who needs to log into PhixFlow needs to have a user account set up. User accounts that only exist in PhixFlow are known as local users. You can integrate PhixFlow with other user management systems. For more information, see:

Users can view and change their own user account details from the User Details icon, available at the bottom right of a PhixFlow window; see User Details.

Sections on this page

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:

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 Add New. PhixFlow opens a property tab where you can enter the details for the new user.

User Properties

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.

Some users need to run analysis on models that include database export. When the datasource has the option Use User credentials on export ticked, PhixFlow automatically logs into the database using the user's:

the Basic Settings → Login Name
and Basic Settings → Password.

Basic Settings

Field	Description
Login Name	Required. Enter a name with which the user will log into PhixFlow.
First Name	Required. Enter the first name of the user.
Last Name	Enter the last name of the user.
Locale	Required. Select the user's country from the drop-down list. The list of locales available in PhixFlow is a standard list. The presence of a specific locale does not indicate that translations are available for the locale. The locale sets the default date style. It can also change the language of an application if it has a translation table; see Translating an Application Interface.
Domain	Enter the domain that the user logs in with. For PhixFlow user accounts that are not integrated with other user management systems, enter `local`. For users configured via active directory, enter an active directory domain.
Organisation	Enter your organisation name. For users configured via active directory, this is the organisation name supplied by active directory.
Password	Available for local users only. Enter the user's password. Users can change their password: in their User Details; see User Details here, if they have the privilege Administer Users, User Groups and Roles.
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. For users configured via active directory, enter an active directory email.
Phone Number	Enter a phone number of the user. For users configured via active directory, enter an active directory phone number.
Enabled	Available for local users only. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to allow the user to log into PhixFlow. Untick for user accounts that you set up to receive emails sent by PhixFlow task plans or file exporters. User accounts with Enabled unticked do not permit the user to log into PhixFlow.
Account Locked	Available for local users only. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. the account is unlocked and the user can log in. Untick indicates there have been too many login failures and PhixFlow has locked the account to prevent unauthorised access. Untick the check box to unlock the account. The permitted number of login failures is configured in the password policy.
Send Alerts by SMS	PhixFlow models or applications may be configured to send SMS messages to users. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to allow PhixFlow to send SMS alerts to this user's Phone Number. Untick to prevent PhixFlow from sending SMS alerts to this user.
Send Alerts by Email	PhixFlow models or applications may be configured to send emails to users. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to allow PhixFlow to send emails to this user's Email Address. Untick to prevent PhixFlow from sending emails to this user.
Open in Design Mode	Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to open PhixFlow in Design Mode for this user. Untick to open PhixFlow in the default Application Mode.
Show the Help Tab on Startup	The Help tab provides a link to the PhixFlow help pages and Training Courses. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to open the Help tab on the right of the Design Mode view when the user logs in. The user can: either click X on the Help tab to close it during their session or untick this box via their User Details, to prevent the Help tab being displayed. Untick to prevent the Help tab being opened at login.
Last Activity Time	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 Active Directory 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 for details.

Security Questions

This section is only available for local users. Enter up to 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 Password Reset.

Field	Description
Question 1	The user's first security question.
Answer 1	The answer to the first security question.
Question 2	The user's second security question.
Answer 2	The answer to the second security question.
Question 3	The user's third security question.
Answer 3	The answer to the third security question.
Last requested reset time	PhixFlow shows the (read-only) date/time of the last password reset link.
Current Reset Attempts	PhixFlow shows the number of failed password-reset attempts.

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.

Export Password

This section relates to export zips that you use to move applications, packages and stream data between PhixFlow instances.

To ensure data security, PhixFlow can encrypt the data in configuration export zip files. PhixFlow saves the files for a configured time period. You can set the:

download area in System Configuration →System Directories → File Download Location
how long files are available in System Configuration →General Settings → File Download Expiry. By default files are available for 24 hours.

Use the following fields to set a default password for configuration export password for the user.

If you set a default password, you must tell the user what it is.

When the user starts a process that generates a file, PhixFlow prompts them for a password. The default password that you set here is autofilled in the prompt, but is displayed as a line of dots.

The user must provide the password used to create the zip file when they:

download it from the download area; see Configuring the Download Area
import it to another PhixFlow instance.

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.
Export Password Not Set	For export zip files that PhixFlow generates: Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. indicates you have not set a password for the user. In this case, the export zip is not encrypted. Untick indicates you have set a password for the user. The password policy may allow users to open encrypted files without having a password. In this case, untick this option, but leave the Export Password field blank.
Export Password	This field is available when Export Password Not Set is not ticked. Enter a password with at least 6 characters. Click Show/Hide Password to switch between displaying the password as text or dots. The user to open encrypted files exported to the download area. When the user generates an export, this password is supplied by default. The user can enter a different password.