PhixFlow Help

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This page is for PhixFlow administrators who need to assign roles, with their associated privileges, to user groups. It describes the role settings.

Overview

Roles represent the type of access required to do specific tasks in PhixFlow, for example, Designer, User, Administrator. Roles and user groups are linked, and user groups have privileges because of their roles. For more information about how users, user groups, roles and privileges are connected, see pages in the PhixFlow User Administration topic.

The toolbar has the standard iconsFor information about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  For information about other property tabs, see Property Tabs.

Sections on this page

Basic Settings 

FieldDescription
NameRequired. The name of the role.

Privileges

This section has a toolbar with standard buttons and  Privileges.

The grid contains a list of the privileges assigned to this role. To add more privileges to the list:

  1. Click  Privileges to list all the privileges in the repository browser.
  2. Drag privileges into this list to add them to the role.

To remove privileges from the group, use the toolbar button  Delete.

Double-click a privilege to open its settings tab. Expand the Roles section to see the specific user roles to which this privilege is assigned.

To add a privilege to several roles at the same time:

  1. Double-click a privilege to open its settings tab.
  2. Expand the Roles section, which lists the specific user roles to which this privilege is assigned.
  3. Click the toolbar icon  Roles to list all the roles in the repository.
  4. Drag the roles into the list.

User Groups

This section has a toolbar with standard buttons and  User Groups.

The grid contains a list of user groups assigned to this role. To add a user group to the list:

  1. Click  User Groups to list all the user groups in the repository browser.
  2. Drag user groups into this list to add them to the role. 

To remove user groups from the role, use the  Delete in the toolbar.

Adding a New Role

To create a new role:

  1. In the repository browser scroll down to the  Roles section.
  2. Right-click Roles and select  Add. PhixFlow opens a settings tab for the role.


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