MEGA Administration : Administrator Guide : Managing Users : Access to User Management
   
Access to User Management
 
Accessing the User Management Pages (Web Front-End)
Managing persons who have an identical characteristic
Managing a group of persons who have a specific characteristic
Actions performed in the Persons management page
Actions performed in the Person Groups management page
Accessing the list of persons who have the same business role assigned
Accessing the list of person who belong to the same group
Accessing the list of persons connected to a specific writing access area
Accessing the list of persons connected to a specific reading access area
Accessing the list of persons who have or do not have a login
Accessing a person using his/her name
Accessing a group of persons connected to a specific business role
Accessing the list of person groups connected to a specific writing access area
Accessing the list of person groups connected to a specific reading access area
Accessing User Management and UI Access Management Folders (Windows Front-End)
Accessing User Management and UI Access Management Folders (Windows Front-End)
Opening the user management window (Windows Front-End)
Opening the profile management window (Windows Front-End)
Opening the business roles and profiles management window (Windows Front-End)
Viewing Person Characteristics
Viewing person characteristics (Web Front-End)
Viewing person characteristics (Windows Front-End)
Viewing Person Group Characteristics
Viewing person group characteristics (Web Front-End)
Viewing person group characteristics (Windows Front-End)
Viewing Login Characteristics
Viewing login characteristics (Web Front-End)
Viewing login characteristics (Windows Front-End)
Accessing the User Management Pages (Web Front-End)
To manage users from the Web Administration desktop:
1. Connect to the MEGA Administration desktop (Web Front-End).
*See "Connecting to the Administration Desktop (Web Front-End)", page 7.
2. In the Administration tab, click the User Management pane.
The user management tree appears.
3. In the user management tree, click on a sub-folder for:
Persons to manage persons and logins
*See "Actions performed in the Persons management page".
Person Groups to manage the persons who belong to the same person group
*See "Actions performed in the Person Groups management page".
Business Roles to manage the business roles
*Available if the "Management of assignment of business roles to persons" option is selected, default mode.
*See "Managing Profiles and Business Roles".
*See "Without Management of Assignment of Business Roles to Persons".
Profiles to manage profiles
*Not available if the "Management of assignment of business roles to persons" option is not selected.
*See "Managing Profiles and Business Roles".
LDAP Servers to manage the LDAP servers.
*See "LDAP Authentication".
The management page selected appears.
See:
"Managing persons who have an identical characteristic"
"Managing a group of persons who have a specific characteristic"
"Actions performed in the Persons management page"
"Actions performed in the Person Groups management page"
Managing persons who have an identical characteristic
To manage persons who have an identical characteristic, see:
"Accessing the list of persons who have the same business role assigned"
"Accessing the list of person who belong to the same group"
"Accessing the list of persons connected to a specific writing access area"
"Accessing the list of persons connected to a specific reading access area"
"Accessing the list of persons who have or do not have a login"
Managing a group of persons who have a specific characteristic
To manage persons who have a specific characteristic, see:
"Accessing a group of persons connected to a specific business role"
"Accessing the list of person groups connected to a specific writing access area"
"Accessing the list of person groups connected to a specific reading access area"
Actions performed in the Persons management page
From the Persons management page you can:
create users
*See "Creating Users (Web Front-End)".
create persons
*See "Creating a person (Web Front-End)".
create logins
*See "Creating the Login of a Person".
access a person using his/her name
*"Accessing a person using his/her name"
configure the characteristics of a person
*See "Configuring a Person".
check the configuration of a person
*See "Checking the Configuration of Persons (Web Front-End)".
configure the characteristics of a login
*See "Configuring a Login".
delete users
*See "Deleting Users".
modify the properties of users.
*See "Modifying User Properties".
assign Business Roles to Persons
*See "Assigning a business role to a person (Web Front-End)" and "Mass assignment of business roles to persons (Web Front-End)".
assign an object to a person
*See "Assigning an object to a person (Web Front-End)" and "Mass assignment of objects to persons (Web Front-End)".
Transferring the Responsibilities of a Person
*See "Transferring the Responsibilities of a Person (Web Front-End)".
duplicate the responsibilities of a person
*See "Duplicating the Responsibilities of a Person (Web Front-End)".
initialize and manage the password of a Web user
*See "Initializing and managing the password of a Web user".
connect a person to a writing access area
*See "Connecting a Person to a Writing Access Area (Web Front-End)".
connect a person to a reading access area
*See "Connecting a Person to a Reading Access Area (Web Front-End)".
access user options
*See "Managing Options", page 365.
import persons from an LDAP directory
*See "Importing persons from an LDAP server".
filter persons.
*See "Accessing the list of persons who have or do not have a login" or "Accessing a person using his/her name".
Actions performed in the Person Groups management page
In the Person Groups management page you can:
create user groups
*See "Creating a person group (Web Front-End)".
define the properties of a person group
*See "Defining a Person Group".
configure the characteristics of a login
*See "Configuring a Login".
assign business roles to a person group
*See "Assigning a Business Role to a Person Group (Web Front-End)".
connect a person group with a writing access area
*See "Connecting a person group with access to a writing area (Web Front-End)".
connect a person group with a reading area access
*See "Connecting a person group with access to a reading area (Web Front-End)".
delete users
*See "Deleting Users".
modify the properties of users.
*See "Modifying User Properties".
Accessing the list of persons who have the same business role assigned
You can list and manage all persons who have the same business role assigned.
To access the list of persons who have the same business role assigned
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Persons by business role sub-folder.
3. In the edit area, in the Persons by business role tab, select a business role.
The Persons tab lists all the persons who have the selected business role assigned.
*See "Actions performed in the Persons management page".
Accessing the list of person who belong to the same group
You can list and manage all persons who belong to a specific group.
To access the list of person who belong to the same group:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Persons by group sub-folder.
3. In the edit area, in the Persons by group tab, select a person group.
The Persons tab lists all the persons who belong to the selected group.
In the case of LDAP groups or groups calculated by macros, the list of persons can be long. Click Calculated to display, in the Persons tab, the list of person who are part of the group selected.
*See "Actions performed in the Person Groups management page".
Accessing the list of persons connected to a specific writing access area
When several writing access areas are defined, you can list and manage all the persons and all the objects connected to a specific writing access area.
To access the list of persons and objects connected to a specific writing access area:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Persons by writing access area sub-folder.
3. In the edit area, in the Persons by writing access area tab, select a writing access area.
4. In the edit area, in the Persons and objects tab, click:
Persons to list all the persons who are connected to the selected writing access area.
Objects to list all the objects that are connected to the selected writing access area.
*See "Actions performed in the Persons management page".
Accessing the list of persons connected to a specific reading access area
When management of reading access areas is activated, you can list and manage all the persons and all the objects connected to a specific reading access area.
*See "Managing Data Reading Access", page 321.
To access the list of persons and objects connected to a specific reading access area:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Persons by reading access area sub-folder.
3. In the edit area, in the Persons by reading access area tab, select a writing access area.
4. In the edit area, in the Persons and objects tab, click:
Persons to list all the persons who are associated with the selected reading access area.
Objects to list all the objects connected to the selected reading access area.
*See "Actions performed in the Persons management page".
Accessing the list of persons who have or do not have a login
You can filter persons according to their login.
To display the persons who have or do not have a login:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select a Persons sub-folder.
3. In the edit area, click in the field of the Login column and select:
Filters > Display specified values only
The persons who have a login are listed.
Filters > Display unspecified values only
The persons who do not have a login are listed.
Accessing a person using his/her name
You can filter persons according to their name.
To find a person using his/her name:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select a Persons sub-folder.
3. In the edit area, click in the field of the Name column and in the Filters field, enter the name (or a part of the name) of the person queried.
The persons with the queried name (the string) appear.
Accessing a group of persons connected to a specific business role
To access a group of persons connected to a specific business role:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Person groups by business role sub-folder.
3. In the edit area, in the Person groups by business role tab, select a business role.
The Person Groups tab lists the person groups associated with the selected business role.
*See "Actions performed in the Person Groups management page".
Accessing the list of person groups connected to a specific writing access area
When several writing access areas are defined, you can list and manage all the person groups and all the objects connected to a specific writing access area.
To access the list of person groups and objects connected to a specific writing access area:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Person groups by writing access area sub-folder.
3. In the edit area, in the Person groups by writing access area tab, select a writing access area.
4. In the edit area, in the Person groups and objects tab, click:
Person Groups to list all the person groups connected to the selected writing access area.
Objects to list all the objects that are connected to the selected writing access area.
*See "Actions performed in the Person Groups management page".
Accessing the list of person groups connected to a specific reading access area
When management of reading access areas is activated, you can list and manage the person groups and the objects connected to a specific reading access area.
*See "Managing Data Reading Access", page 321.
To access the list of person groups and objects connected to a specific reading access area:
1. Access the user management page.
*See "Accessing the User Management Pages (Web Front-End)".
2. Select the Person groups by reading access area sub-folder.
3. In the edit area, in the Person groups by reading access area tab, select a reading access area.
4. In the edit area, in the Person groups and objects tab, click:
Person Groups to list all the person groups connected to the selected reading access area.
Objects to list all the objects connected to the selected reading access area.
*See "Actions performed in the Person Groups management page".