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 User Details 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.

For more information, see:

• Configure AAD Integration via SAML
• Configure Groups for External Login
• Configure Active Directory Integration.

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.

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.  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 local. 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: PhixFlow lists users grouped by domain. Changing the domain here also changes where the user is listed in the repository.  Dragging a user to a different domain in the repository also changes the domain set in this property.
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: 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.
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: Task Plans  File Exporter. 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.  Tick to allow the user to log into PhixFlow.  You can only enable a user if the Password has been set.  Untick to disable a user account, so that the user cannot log into PhixFlow. When you disable a user account, PhixFlow does not check the account details, such as password or security questions. If a user account is only needed to receive emails sent by PhixFlow task plans or file exporters, tick this box.
Account Locked	Available for local users only.  Tick 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.  Untick the account is unlocked and the user can log in.
Password Reset Locked	Available for local users with a password policy that permits password reset.   Tick indicates there have been too many failed attempts to answer the security questions and PhixFlow has disabled password reset for this user. Untick the check box to allow password reset. The permitted number of reset attempts is configured in the password policy.  Untick the user may perform a password reset.
Open in Design Mode	Tick 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.   Tick 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 from being displayed.  Untick to prevent the Help tab being opened at login.
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:

1. Click  User Groups to list all the user groups in the repository.
2. 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.

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.

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.

 Audit Tab

Audit Summary

See the Common Properties page, Audit Summary section.