HOPEX Administration (Web) > Managing Users > Managing Profiles > Configuring a Profile
Configuring a Profile
From the profile properties window you can define:
• 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 provided at connection.
*See step 5.
• if the profile is active or not.
*See step 6.
• the profile display name in the interface.
*See step 7.
• the profile icon in the interface.
*See step 8.
• the Working Environment template (WET), which defines the desktops to which the users of the profile have access.
Or in a non WET-based configuration:
• applications accessible to the users of the profile.
• (If needed) desktops accessible to the users of the profile.
• the terminology associated with the profile.
• object types available.
• the sub-profiles used to define the profile.
To:
• perform a mass profile assignment to persons, see:
• check that the profile complies with the connection regulation, see:
Configuring profile characteristics 
To configure profile characteristics:
1. Access the properties of the profile.
2. (Optional) In the Command Line field, enter the command defining products that can be accessed by users with the current profile.
3. (Optional) In the Assignable field, modify the attribute value via the drop-down menu. By default, the profile is not assignable.
4. (Optional) In the Administrator Profile field, modify the attribute value.
*By default, the profile is not an administrator profile.
5. (Optional) In the Profile Display field, modify the default behavior of the profile display at connection.
*A profile is provided by default at connection when it is not included in another profile.
6. (Optional) In the Profile Status field, modify the attribute value.
*By default, the profile is active.
7. (Optional) In the _GUIName field, enter the profile name displayed in the interface.
8. (Optional) In the MetaPicture field, click the arrow and select Connect MetaPicture.
• In the query field, enter the characters you want to find and click Find.
• In the results list, select the icon and click Connect.
Assigning a WET to a profile 
*For more details on the WET creation and its use with profiles, see HOPEX Power Studio - Versatile Desktop - Using a Working Environment Template (WET).
With a WET-based configuration, you must assign a WET to the profile. This WET assignment to the profile enables you to define the desktop(s) associated with the profile.
*In a non WET-based desktop configuration, you must define the applications accessible to the profile, see Defining the applications accessible to the users of a profile (non WET-based configuration).
The desktop definition is done through a Desktop Manager. Thanks to this Desktop Manager you can, for example, define a desktop display adapted to the device (tablet or computer) used by the user.
E.g.: the user can connect to HOPEX Explorer application from a tablet or a computer with an adapted desktop display.
For specific purposes you may need to assign several WETs to the profile.
To assign a WET to a profile:
1. Access the properties of the profile.
2. Select the Assign a WET page.
3. Click New .
4. In the WET field, select the Working Environment Template you want to assign to the profile.
5. Select Create a Desktop Manager.
*To reuse a Desktop Manager, keep Reuse existing Desktop Manager and in the drop-down list select the Desktop Manager.
6. Click Next.
7. (Optional) In the Name field, modify the default desktop manager name.
*This can be useful if you need to reuse this desktop manager for another WET assignment.
8. Click Connect and connect the desktop(s) you want to define for the profile.
9. Click OK.
The desktops associated with the Desktop Manager are specified.
You must define each desktop use context.
10. In the desktop list, for each desktop, in the Device column, select the device type adapted to the desktop.
Example: Tablet.
11. Click OK.
The selected WET is assigned to the profile and its associated desktops are defined with their use context.
Defining the applications accessible to the users of a profile (non WET-based configuration) 
*To modify a profile provided by HOPEX, you must create a new profile; see Customizing an Existing Profile / Creating a Profile from an Existing Profile.
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 the application desktops accessible to the users of a profile (non WET-based configuration).
To define applications available for a profile:
1. Access the properties pages of the profile.
2. Select Available Applications.
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.
7. Click Connect.
The applications are connected to the profile.
Defining the application desktops accessible to the users of a profile (non WET-based configuration) 
A user can connect to an application 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.
• the desktops you want the users of the profile can connect to.
*The application desktops that are not connected to the profile are not accessible to users of the profile.
*To modify a profile supplied by HOPEX, HOPEX recommends you create a new profile; see Customizing an Existing Profile / Creating a Profile from an Existing Profile.
To define application desktops available for a profile:
Prerequisite: The application accessible to users of the profile is defined.
1. Access the properties pages of the profile.
2. Select Available Desktops.
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.
7. Click Connect.
The desktops are connected to the profile.
Associating a terminology with a profile 
*A Terminology defines a set of terms used in a specific context instead of the standard term.
*For information on creating and managing a Terminology, see "Renaming HOPEX Concepts", page 71.
To associate a terminology with a profile:
1. Access the properties pages of the profile.
2. Select Terminology.
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 terminology you want to connect.
*You can select several terminologies.
7. Click Connect.
The terminology is connected to the profile.
If you associate more than one terminology with the profile, you must define an order of priority for them.
To define the priority of the terminologies of a profile:
1. Access the properties pages of the profile.
2. Select Terminology.
3. In the toolbar, click Reorganize .
4. Drag and drop to place the priority terminology at the top.
In the example above, the terms of the Risk Management terminology are used when they are not defined in the IT Risk management terminology.
Defining the object types available for a profile 
You can define which specific object types are available for a profile:
• document categories
• document models
• Report DataSet Definitions
• widgets
To define the object types available for a profile:
1. Access the properties of the profile.
2. Select Available Types.
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 Connect.
The object types selected are made available for the profile.