Creating a Person
Person represents a physical person or a system.
If necessary, you can first create a person with a restricted configuration:
• its name
• writing access area
The person login is automatically created.
Creating a person (Web Front-End)
You can create the person as follows:
• not predefined
• predefined with one of the following criteria:
• the group to which the person belongs
• a business role for connection (where the "Assignment of business roles to persons" option is selected)
• a profile (where the "Assignment of business roles to persons" option is cleared)
• a writing access area
• a reading access area (if reading access management is activated)
To create a Person:
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. (If necessary) In the Writing access area field, in the drop-down menu, select the writing access area for the person.
The
Writing Access Area field appears only if there are several writing access areas.
7. (If necessary) In the Reading access area field, in the drop-down menu, select the reading access area for the person.
8. Click OK.
The login for the person is automatically created.
The person appears in the list of persons
.
Creating a person (Windows Front-End)
To create a Person:
1. Open the user management window.
2. Select the Person tab.
3. Click
New 
.
The Creation of Person - Characteristics dialog box opens.
4. In the Name field, enter the name of the person.
Example: OLDFIELD David
Remember to use the same format for all persons.
5. In the Writing access area field, click the arrow and select the writing access area for the user.
6. Click OK.
The login for the person is automatically created.
The person appears in the list of persons
.