This page is for PhixFlow administrators who need to set up groups of users with access to specific objects, data and processes in PhixFlow. It describes the user group properties. For related information, see the PhixFlow User Administration topic.
Overview
Use the user group property tab to add users to a user group. The user group inherits privileges from the roles listed in the property tab; see Roles and Privileges. The privileges provide members of a user group with access to PhixFlow features, modelling objects, display components, actions and applications. If you need to restrict user access to sub-sets of modelling objects, display components etc. you can add the objects to this property tab.
When you add modelling objects or applications to the user group, remember to check their Access Permissions. If All Users Can View Data is unticked, then you must provide access to the object by:
- Assigning user groups to the object.
- Adding the user(s) to one of those user groups.
Adding or Changing a User Group
To create or change a user group, in the repository scroll down to the 
User Groups section.
To change an existing user group, double-click on the name to open its property tab.
To add a new user group, right-clickUser Groups and select 
Create New. PhixFlow opens a property tab where you can enter the details for the new user group.
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 | Enter the name of the user group. |
| External Login Groups | Enter the names of the external login groups that will be mapped to this user group. Use {instance} to include the PhixFlow instance name. See Configure Active Directory Integration for details. Separate multiple names with a semi-colon. Spaces are taken to be part of the group name. |
| External Login Groups Evaluated | PhixFlow displays the names of the External Login Groups with this PhixFlow instance name filled in where {instance} has been used. |
Users
This section has a toolbar with standard buttons and 
Users.
The grid contains a list of users assigned to this group; see User. To add a PhixFlow user to the list:
- Click Users to list the users in the repository.
- Drag users into this list to add them to the group.
Only existing PhixFlow users can be added to a group in this way. To add external users, use the Basic Settings → External Login Groups field set a group (or groups) of external users, then map the external login group(s) to a PhixFlow user group.
To remove users from the group, use the toolbar button 
Delete.
Roles
This section has a toolbar with standard buttons and 
Roles.
The grid contains a list of user groups assigned to this role; see Roles. To add a user group to the list:
- Click Roles to list all the user groups in the repository.
- Drag user groups into this list to add them to the role.
To remove user groups from the role, use the toolbar button Delete.
Streams
This section has a toolbar with standard buttons and 
List Tables.
The grid contains a list of the tables assigned to this group; see Table. To add tables to the list:
- Click List Tables to list the streams in the repository.
- Drag streams into this list to add them to the group.
To remove roles from the group, use the toolbar button Delete.
Dashboards
This section has a toolbar with standard buttons and 
Screen.
The grid contains a list of screens assigned to this group; see Screen. To add screens to the list:
- Click Screen to list the dashboards in the repository.
- Drag dashboards into this list.
To remove dashboards from the group, use the toolbar button Delete.
Stream Views
This section has a toolbar with standard buttons and 
Show view.
The grid contains a list of the views assigned to this group; see View. To add dashboards to the list:
- Click Show view to list the streams in the repository. Expand a stream to see its views.
- Drag stream views into this list.
To remove stream views from the group, use the toolbar button Delete.
Stream Actions
This section has a toolbar with standard buttons and 
Record-Action.
The grid contains a list of the table-actions assigned to this group; see Table-Action. To add table-actions to the list:
- Click Record-Action to list the stream actions in the repository. Expand a stream to see its actions.
- Drag stream actions into this list.
To remove stream actions from the group, use the toolbar button Delete.
Applications
This section has a toolbar with standard buttons and 
Applications.
The grid contains a list of the applications assigned to this group. To add applications to the list:
- Click Applications to list the applications in the repository.
- Drag applications into this list.
To remove applications from the group, use the toolbar button Delete.
Filters
This section has a toolbar with standard buttons and 
Filter.
A list of the filters assigned to this group. To add filters to the list:
- Click Filter to list the streams in the repository. Expand a stream to see its filters.
- Drag filters into this list.
To remove filters from the group, use the toolbar button Delete.
Sort Orders
This section has a toolbar with standard buttons and 
Sort Order.
The grid contains a list of the sort orders assigned to this group. To add sort orders to the list:
- Click Sort Order to list the streams in the repository. Expand a stream to see its sort orders.
- Drag sort orders into this list.
To remove sort orders from the group, use the toolbar button Delete.
Access Permissions
| Field | Description |
|---|---|
| Restrict Who Can Manage Members of this User Group | Users with the Administer Users, User Groups and Roles privilege can always add or remove a user from this group.
|
| User Groups | Available when Restrict Who Can Manage Members of this User Group is ticked. This section has a toolbar with standard buttons. To add specific user groups to the list:
Users with the Add and Delete Users privilege can only add or remove a user if they are also a member of a group in this list. |
Description
We recommend that you always enter a description to explain the purpose of this item.
Security Tab
Access Permissions
See the Common Properties page, Access Permissions section.
Audit Tab
Audit Summary
See the Common Properties page, Audit Summary section.
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