Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Next »

Navigating PhixFlow (for Users)

When you log in, PhixFlow displays the Welcome window and the application menu. Anytime you want to return to the application menu, in the top left corner of the PhixFlow window, click  Application menu.

You can change the layout of the application menu, using icons in the top right of the application window. Switch between a  card or  list layout.

Opening an Application

  1. On the Applications menu (see above), double-click anywhere on the chosen application card or on a list line
    1. Alternatively, right-click and choose to open in a new tab or window
  2. The application's Home window will open where you can select a screen to navigate to
  3. You will also see a number of system settings, along with a landing screen and/or menu, depending on your individual system configuration

Here are the key areas when first logging in:


  •  Application menu: reopen the application menu to load a different application
  • : also opens the application menu
    • Depending on the way your administrator has configured PhixFlow, this logo may be replaced by your company logo

Here you may see a landing screen and/or menu, depending on your individual system configuration.

Here you will see the name of the PhixFlow server on which you are working. This is particularly important where you have multiple environments, such as a development, UAT and production environment. 

Hover over this to see the options:

  •  User Details: manage your user details, including name, email and phone number, and see the user groups you are part of, e.g. Administrator, Superuser - see User Details
  • Change Password: enter a new password
  •  Logout

The Learning Centre provides access to all courses, video tutorials and example data sets, as well as the ability search our extensive help library for your specific topic, such as Functions or API integrations.

The  Administration menu provides a number of system options, including the ability to import or export content and access to the  System Console, which monitors different processes and tasks. The options you see depend on your permissions. See Administration Menu.

The download area displays files created by an export process that are ready to download. See Using the Download Area.

The System Console displays currently running tasks and log messages from PhixFlow processes. Access to the console is dependent on your access privileges. 

Use this option to get help from the PhixFlow support team.

Design Mode is used for creating and configuring applications and is only available to users with specific privileges. Application Mode is used by application users to run and interact with PhixFlow applications. See Design and Application Mode.

Using Applications on Mobile Devices

PhixFlow supports mobile devices, such as tablets and phones. This means team members can access and update data whilst on the move. As mobile devices have less screen space available, the header bar is simplified to show the icons:

  •  User Options
  •  Administration – option available depending on user's permissions


  • No labels