Assigning a Profile to a Person
A person may have several profiles.
A user must have at least one profile assigned to be able to connect to Hopex.
Assigning a profile to a person defines:
• the profile assigned
• the repository concerned by the assignment
• (optional) the validity period of the assignment
• (optional, with read-only access to the repository) the connection repository snapshot
Repository Snapshot:
A repository snapshot defines repository state at a given moment.
The connection repository snapshot defines the state of the repository to which the users of a profile connect.
To define a repository snapshot, a repository snapshot must have been previously created.
Restrictions:
• The Administrator profile attribute of a profile allows to assign an administrator type profile.
Only administration dedicated profiles (Hopex Administrator and Hopex Administrator - SaaS) have this attribute selected:
• Only the Hopex Administrator profile allows to assign any profile (including administration dedicated profiles) to persons.
• The Hopex Administrator - SaaS profile allows to assign any profile (including administration dedicated profiles, except Hopex Administrator profile) to persons.
• A functional administrator of a Solution, can only assign profiles related to this Solution.
E.g.: the GRC Functional Administrator profile allows to assign the GRC specific profiles(e.g.: Audit Director, GRC Contributor) except GRC Functional Administrator profile.
Assigning a profile to a person
To assign a profile to a person:
1. Access the properties of the person.
In the homepage, click the
Active Persons with no Writing Access Area indicator.
2. In the
Profile Assignments section, click
New 
.
3. In the Profile assigned field, click the drop-down menu then select the profile you want to assign to the person.
To perform a search filtering the profiles, click the arrow then select
Connect profile.
4. (If needed) In the Repository field, click the drop-down menu then change the repository concerned by the assignment.
By default, the current repository is selected. You can select another repository or all the repositories.
5. (Optional, with read-only data access) In the Connection Snapshot field, select a connection repository snapshot.
6. (optional, to define a validity date) Click Valid for a limited period.
• (optional) In the Validity start date field, use the calendar to define the start date of profile assignment validity.
• (optional) In the Validity end date field, use the calendar to define the end date of profile assignment validity.
7. Click OK.
The profile is assigned to the person on the selected repository for the specified duration.
Performing a mass profile assignment to persons
You can perform a mass assignment of one or more profiles to persons.
To perform a mass assignment of profiles to persons:
1. Access the Persons management pages.
The list of persons displays in the edit area.
2. Select the persons to whom you want to assign one or more profiles.
3. In the list menu bar, click Assignments > Assign Profiles.
The list of profiles appears.
4. In the Repository field, select the repository concerned by the assignment.
By default, the current repository is selected. You can select another repository or all the repositories.
5. By default, assignments do not have a validity limit. If you must define a validity period for assignments, select Define validity dates.
• In the Validity start date field, click the calendar then select a validity start date.
• In the Validity end date field, click the calendar then select a validity end date.
6. Select the profiles you want to assign to the selected persons.
7. Click OK.
The selected profiles are assigned to the selected persons, on the selected repository, for the defined period.