Creating Users
A user depends on an environment. To create a user, you must connect to the environment to which the user will be attached.
A user is a person with a login. To create a user, you must create a person with its login, or create the login of a person already created.
Creating Users (Web Front-End)
To create a user:
1. Access the User Management pages.
2. You can create:
• either a non-predefined person:
Select the
Persons sub-folder then in the edit area go to step
4.
• or a person predefined with a characteristic:
Select the sub-folder:
Persons by group to create a person automatically connected to the group that you are going to select.
Persons by business role (available if the "Management of assignment of business roles to persons" option is selected) to create a person and automatically assign to this person the business role.
Persons by profile (available if the "Management of assignment of business roles to persons" option is cleared) to create a person automatically connected to the profile that you are going to select.
Persons by writing access area (available if several writing access areas are available) to create a person automatically connected to the writing access area that you are going to select.
Persons by reading access area (available if reading access management is activated) to create a person automatically connected to the reading access area that you are going to select.
3. In the edit area, select the group, the business role, the profile, the writing access area or the reading access area that you want to connect to the person.
4. Click
New 
.
The Creation of Person - Characteristics dialog box opens.
5. In the Name field, enter the name of the person.
Example: DUBOIS Guillaume
Remember to use the same format for all persons.
6. In the E-mail field, enter the e-mail address of the person.
The e-mail address is required, for example, to initialize the Web user password, for distributing documents, receiving notifications and questionnaires, or when a Web user lost his/her password.
7. In the Login field, enter a login.
A Login is unique and can be assigned to only one Person or Person Group.
A
Person can have only one
Login.
8. (With the MEGA Supervisor technical module) Using the drop-down menu in the Writing Access Area field, select the value of the writing access area of the user.
The
Writing Access Area field appears only if there are several writing access areas.
9. (If required, with the MEGA Supervisor technical module) Using the drop-down menu in the Reading Access Area field, select the value of the reading access area of the user.
10. Click Next and select:
If at step
2. you have selected
Person by business role or
Person by profile, go directly to step
11.
• the connection business role that you want to assign to the person (where the "Management of assignment of business roles to persons" option is selected)
You can assign more than one business role to the same person.
• the profile that you want to assign to the person (where the "Management of assignment of business roles to persons" option is cleared)
You can connect more than one profile to the person.
11. Click OK.
The user appears and is added to the list of users
.
Creating Users (Windows Front-End)
To create a user:
1. Open the Users management window.
2. In the Users window, select the Persons tab.
3. Click
New 
.
The Creation of Person - Characteristics dialog box opens.
4. In the Name field, enter the name of the person.
Example: DUBOIS Guillaume
Remember to use the same format for all persons.
5. (Optional, but recommended) In the E-mail field, enter the e-mail address of the person.
The e-mail address is necessary, for example, for distributing documents, receiving notifications and questionnaires, or when a Web user lost his/her password.
6. In the Login field, enter the login of the person.
A login is unique; it can be assigned to one Person or one Person Group only.
A
Person can have only one
Login.
Example: GDS
7. (With the MEGA Supervisor technical module) Using the drop-down menu in the Writing Access Area field, select the value of the writing access area of the user.
8. (If required, with the MEGA Supervisor technical module) Using the drop-down menu in the Reading Access Area field, select the value of the reading access area of the user.
9. Click Finish.
The user is created (a login is associated with the person): the person appears in the list of persons and its login appears in the list of logins.