PhixFlow Help

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This page is for any PhixFlow user who needs to check or update their user account details.

Overview

To open the User Details window, click the  User Details icon in the bottom right of the PhixFlow window. The  window has three tabs:

  • Details: your user account details
  • User Groups: the list of user groups to which you belong. Contact your PhixFlow administrator to change your user groups.
  • Security Questions: The security questions and answers that you have configured.

User Groups Tab

This tab lists the user groups and any external login groups to which you belong. These groups control the PhixFlow features and data to which you have access.

To change the user groups or external login groups to which you belong, contact your PhixFlow administrator.

Details Tab

FieldDescription
First Name

These fields display your personal details.
If necessary, you can update these details and  Save the changes.

Last Name
Organisation
Email Address
Phone Number
Login NameYour login name and the network domain are set by your administrator. Do not change these details.

Domain
Show the Help Tab on Startup

 Tick to open the Help tab on the right of the   Design Mode view the next time you log in. As long as this option is ticked, each time you log in, the Help tab will be opened. During a session, you can click X on the tab to close it.

 Untick to prevent the Help tab being opened at login.

The Help tab provides a link to the PhixFlow help pages and Training Courses

PasswordIf you need to update your password, you can use these fields to enter and confirm your new password. Alternatively, you can reset your password from the login screen; see Password Reset.

Confirm Password

Security Questions Tab

You administrator can set up rules about how long passwords can remain valid; see Password Policy. Depending on the policy, when you reset a password you may be prompted for answers to security questions. Use the Security Questions tab to set up to 3 possible questions and the answers.

For example, you could set questions such as:

  • the name of your first pet
  • the make of your previous car
  • your favourite food.

Click  OK to save your answers.

The questions and answers are saved to your PhixFlow user account, which can be seen by administrators. Only use questions and answers that you have never used for any other system.

Export Password Tab

The options on this tab relate to files that PhixFlow is configured to export.

To ensure data security, PhixFlow always encrypts any files that it exports. PhixFlow saves the files to a specific download area. PhixFlow deletes files after a time period.

Your administrator sets the:

If you download any of these files, you need a password to de-encrypt and open the file. 

FieldDescription
Export Password Not Set

For encrypted files that PhixFlow has saved to the download area,

 Untick indicates you have a password.

 Tick indicates you do not have a password.

Export Password

Available when you have an export password. 

This field displays the password you can use to open encrypted files that PhixFlow has saved to the download area.

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