HOPEX Administration > Administrator Guide > Managing Users > Managing Users > Creating Users
Creating Users
*Instead of creating users one by one, you can import a list of persons. This list can for example come from an LDAP server (see Synchronization with a company directory).
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.
*For detailed information on characteristics of a person, see Person Properties.
*For detailed information on characteristics of a login, see Login Properties.
*To import users from an LDAP directory, see Configuring LDAP authentication.
Once the user is created, he/she automatically receives an e-mail to define his/her connection password.
*This e-mail is sent only when HOPEX SMTP settings are configured (see Specifying SMTP configuration). Otherwise, the Password field is available at user creation. You must then define this temporary password, that the user has to change at first connection.
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.
*If you do not enter the Login, it will automatically take the value entered in the Name field.
*A Login is unique and can be assigned to only one Person or Person Group.
*A Person can have only one Login.
Example: GDS
7. (If available) In the Password field, enter a temporary password for the user.
8. (With the HOPEX Power 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.
*For more details on writing access, see Managing Data Writing Access.
9. (If required, with the HOPEX Power 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.
*By default at creation, the user is connected to "Standard" reading access area. This field only appears if reading access management has been activated, see Managing Data Reading Access.
10. 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.
*You must configure the login of the user, see Defining the Login of a Person.
The user receives an email to define his/her password.