HOPEX Administration : Administrator Guide : Managing Users : Access to User Management : Accessing User Management and UI Access Management Folders
   
Accessing User Management and UI Access Management Folders
This section describes how to access management windows for users and profiles.
Accessing User Management and UI Access Management Folders
The User management folder contains all sub-folders for management of users, that is:
persons and logins,
profiles,
object UI access and general UI access.
To access user management and UI access management folders:
1. Connect to HOPEX Administration and select the environment concerned.
*See "Connecting to an Environment", page 7.
2. Expand the User management folder of the environment.
From the User management folder of an environment, you can access management windows:
of Users
User characteristics are defined in the following tabs:
Persons
Logins
*See "Opening the User Management window".
Profile Assignments
*See "Opening the profile assignment window".
Profiles
*See "Opening the profile management window".
of UI access
Object UI access and general UI access are characteristics defined in tabs:
Object UIs
General UIs
*See "Managing UI Access (Permissions)", page 233.
of Data reading access
*See "Managing Data Reading Access", page 275.
of Data writing Access
*See "Managing Data Writing Access", page 249.
of LDAP servers
*See "LDAP Authentication".
Opening the User Management window
Characteristics of users are managed in the Users window.
*To manage user options, see "Managing Options", page 323.
To manage users:
1. Connect to HOPEX Administration and select the environment concerned.
*See "Connecting to an Environment", page 7.
2. Expand the User management folder of the environment.
3. Right-click the Users folder and select Manage.
The Users window opens.
 
The Users window contains tabs:
Persons, listing all persons in the environment and detailing personal characteristics of each person.
*See "Person Properties".
Person Groups, listing all person groups in the environment and detailing their characteristics.
*Managing person groups is a functionality available in HOPEX (Web Front-End). For more information on managing this functionality, see "Introduction to Person Group Management", page 40.
Logins, which lists all the users in the environment and details their characteristics.
*See "Login Properties".
 
From the Users management window you can:
create:
persons
*See "Defining a Person".
user management
*See "Creating Users".
configure characteristics:
of a person
*See "Defining a Person".
of a login
*See "Defining the Login of a Person".
delete users
*See "Deleting Users".
modify:
user properties
*See "Modifying User Properties".
user passwords
*See "Creating or Modifying a User Password (Windows Front-End)".
access user options
*See "Managing Options", page 323.
Opening the profile management window
To manage profiles:
1. Connect to HOPEX Administration and select the environment concerned.
*See "Connecting to an Environment", page 7.
2. Expand the User management folder of the environment.
3. Right-click the Profiles folder and select Manage.
The Profiles management window opens.
The Profiles window contains the following tabs:
Profiles, which lists all the profiles in the environment and detailing their characteristics. For each profile, it details the products accessible (optional).
*See "Managing Profiles".
Business Roles, which lists all the business roles in the environment used by functional administrators to manage them.
From the Profiles management window you can:
create profiles
*See "Creating a Profile".
customize an existing profile
*See "Customizing an Existing Profile / Creating a Profile from an Existing Profile".
consult profile characteristics
*See "Viewing Profile Characteristics".
configure profiles
*See "Configuring a Profile".
perform a mass profile assignment to persons
*See "Performing a Mass Profile Assignment to Persons".
delete profiles
*See "Deleting a Profile".
Opening the profile assignment window
To open the assignment of profiles window
1. Connect to HOPEX Administration and select the environment concerned.
*See "Connecting to an Environment", page 7.
2. Expand the User management folder of the environment.
3. Right-click the Assignment of profiles folder and select Manage.
The Assignment of profiles window appears.
From the Assignment of profiles management window, you can assign profiles to persons.
*See "Assigning a Profile to a Person".