MEGA Administration : Administrator Guide : Managing Users : Managing Profiles and Business Roles : Configuring a Profile
   
Configuring a Profile
From the profile properties dialog box you can define:
*See "Profile Properties".
• products accessible to users with the current profile
*See step 2.
• if the profile is assignable or not
*See step 3.
• if the profile is an administrator profile or not
*See step 4.
• if the profile is active or not.
*See step 5.
• icon of the profile
*See step 7.
• users connected to the profile
*See "Connecting Users to a Profile".
• applications accessible to users of the profile
*See "Defining applications accessible to profile users".
• desktops accessible to users of the profile
*See "Defining application desktops accessible to profile users".
• object types available
*See "Defining the object types available for a profile".
• business roles connected to the profile (case of assignment of business roles to persons)
*See "Defining business roles connected to the profile (case of assignment of business roles to persons)".
*See also "Configuring a Business Role (Connection)".
• (MEGA Advisor specific) an additional perspective to the Advisor profile
*See "Adding a perspective to the Advisor profile".
From the profile management tab, you can define the following connection parameters for each profile:
*See "Accessing the User Management Pages (Web Front-End)" or "Opening the profile management window (Windows Front-End)".
• profile repository access rights
*See "Defining Profile Repository Access Rights".
• (specific to a profile with reading access to repository) connection repository snapshot of the profile
*See "Defining Connection Repository Snapshot for a Profile".
Configuring profile characteristics
To configure profile characteristics:
1. Access the properties of the profile.
*See "Viewing Profile Characteristics".
2. (Optional) In the Command Line field, enter the command defining products that can be accessed by users with the current profile.
*See "Products accessible on the license (Command Line)".
3. (Optional) In the Assignable field, modify the attribute value via the drop-down menu. By default, the profile is not assignable.
*See "Assignable".
4. (Optional) In the Administrator Profile field, modify the attribute value. By default, the profile is not an administrator profile.
*See "Administrator profile".
5. (Optional) In the Profile Status field, modify the attribute value.
*By default, the profile is active.
6. (Optional) In the _GUIName field, enter the profile name displayed in the interface.
7. (Optional) In the MetaPicture field, click the arrow and select Query MetaPicture.
• In the query field, enter the characters you want to find and click Find.
• In the results list, select the icon and click OK.
Defining applications accessible to profile users
So that a user of a profile can connect to an application, you must connect this application to the profile concerned.
All desktops connected to the application are then accessible. To enable access to only certain desktops of the application, see "Defining application desktops accessible to profile users".
*To modify a profile supplied by MEGA, you must create a new profile, see "Customizing an Existing Profile/Creating a Profile from an Existing Profile".
Example:
The application "MEGA GRC Solutions" is connected to profile "ERM Risk Manager" and the application "MEGA Anywhere" is connected to profile "EA Standard".
No desktop of applications "MEGA GRC Solutions" and "MEGA Anywhere" is directly connected to profiles "ERM Risk Manager" and "EA Standard".
User William WOODS, who has profiles "ERM Risk Manager" and "EA Standard", can access all desktops of the "MEGA GRC Solutions" application and all desktops of the "MEGA Anywhere" application.
To define applications available for a profile:
1. Access the properties of the profile.
*See "Viewing Profile Characteristics".
2. Select the Available Applications tab.
3. In the toolbar, click Connect .
The applications query tool appears.
4. (Optional) In the second field, enter the characters to find.
5. Click Find .
6. In the query results, select the application you want to connect.
*To select more than one application, use the [Ctrl] key (Windows Front-End).
7. Click Add.
The applications are connected to the profile.
Defining application desktops accessible to profile users
A user can connect to applications via customized desktops according to actions to be performed.
If an application contains several desktops, you can specifically define application desktops that are accessible to the concerned profile. To do this, you must connect to the profile:
• the application containing the desktops.
*See "Defining applications accessible to profile users".
• the desktops to which you want users of the profile to connect.
*The application desktops that are not connected to the profile are not accessible to users of the profile.
*To modify a profile delivered by MEGA, you must have rights to modify MEGA data. Alternatively, you can create a new profile, see "Customizing an Existing Profile/Creating a Profile from an Existing Profile".
 
Example:
The ERM Risk Manager profile is connected:
- to the application "MEGA GRC Solutions" which contains desktops "Audit", "Environment" and "Administration".
- to the "Environment" desktop of the application "MEGA GRC Solutions".
User Thomas KOCH with profile "ERM Risk Manager" can connect only to the "Environment" desktop of the application "MEGA GRC Solutions". "Audit" and "Administration" desktops are not authorized.
To define application desktops available for a profile:
Prerequisite: The application accessible to users of the profile is defined.
*See "Defining applications accessible to profile users".
1. Access the properties of the profile.
*See "Viewing Profile Characteristics".
2. Select the Available Desktops tab.
3. In the toolbar, click Connect .
The desktop query tool appears.
4. (Optional) In the second field, enter the characters to find.
5. Click Find .
6. In the query results, select the desktop you want to connect.
*To select more than one desktop, use the [Ctrl] key (Windows Front-End).
7. Click Add.
The desktops are connected to the profile.
Defining business roles connected to the profile (case of assignment of business roles to persons)
In the case of assignment of business roles to persons (see "Assignment of business roles to persons mode"), each user must have at least one business role. Each business role should be connected to only one profile. Several business roles can be connected to the same profile.
*Alternatively, see "Configuring a Business Role (Connection)".
To connect business roles to a profile:
1. Access the properties of the profile.
*See "Viewing Profile Characteristics".
2. Select the Business Roles tab.
3. In the toolbar, click Connect .
The business roles query tool appears.
4. (Optional) In the second field, enter the characters to find.
5. Click Find .
6. In the query results, select the business role you want to connect.
*To select more than one business role, use the [Ctrl] key (Windows Front-End).
7. Click Add.
The business roles are connected to the profile.
Defining the object types available for a profile
You can define which specific object types are available for a profile:
• document categories
• document models
• definition of a Report DataSet Definition
• Widget
To define the object types available for a profile:
1. Access the properties of the profile.
*See "Viewing Profile Characteristics".
2. Select the Available Types tab.
3. Select Available Objects.
4. In the toolbar, click Connect .
The object type query tool appears.
5. (Optional) In the query tool, in the first field, select the object type category.
6. (Optional) In the second field, enter the characters to find.
7. Click Find .
8. In the query result, select the object types to make available for the profile.
9. Click Add.
The object types selected are made available for the profile.
Adding a perspective to the Advisor profile
You can add a perspective to the Advisor profile.
*The Default Advisor Perspective is the perspective with which a user with Advisor profile will connect to MEGA Advisor. By default this perspective is Standard 2012.
To add a perspective to the Advisor profile:
1. Access the properties of the Advisor profile.
*See "Viewing Profile Characteristics".
2. Select the Advisor Perspectives tab.
3. In the toolbar, click Connect .
The Advisor perspectives query tool appears.
4. (Optional) In the second field, enter the characters to find.
5. Click Find .
6. In the query results, select the Advisor perspective.
7. Click Add.
The Advisor perspective is added to the list of perspectives.