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 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 user, 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.

Sections on this page

User Type	Authentication	Authorisation
local user	User logs in with username and password maintained in PhixFlow	Access is controlled by user groups assigned to the user in PhixFlow
mixed user	User logs in with Active Directory/SAML	Access is controlled by user groups assigned to the user in PhixFlow
external user	User logs in with Active Directory/SAML	Access is controlled by external user groups mapped to PhixFlow user groups on login

If you use an external login system (Active Directory/SAML), you must create accounts with the same username in PhixFlow. However, you do not need to set any password.

For more information, see:

Users can view and change their own user account details from the User Details window, available from the task bar at the bottom of the PhixFlow window; 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:

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. 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. 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 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.
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.
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: 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. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. to allow the user to log into PhixFlow. 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. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. 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. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. 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	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	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 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 Password Reset.

Field	Description
Question 1	To configure security questions and answers: Either enter the security question-answer pairs for the user Or leave these fields blank and ask the user to set their own via their User Details. These property fields will be automatically updated. 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.

You can save the user properties with none or incomplete security questions and answers.

PhixFlow recommends that users set all three security questions and answers in the User Details window.

Export Password

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.
Export Password Not Set	For user accounts with an empty Export Password, use this tick box to distinguish between passwords set as blank, or passwords not yet set. Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. indicates you have not set a password for the user. Untick indicates you have set a password for the user, even if the password field is left empty.
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.. 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.