HOPEX Administration (Web) > Managing Users > Creating and Managing Users > Creating a User
Creating a User
*Person represents a physical person or a system.
*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 Importing persons from an LDAP server).
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.
- a login, see Person 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.
E-mai and password
The user defines his/her password on reception of his/her HOPEX account activation e-mail. This e-mail includes a link valid for 48 hours.
*To send the account activation e-mail again, see Initializing a User Web Account.
If needed (e.g.: troubles with password or e-mail reception), the administrator can define a temporary password for the user.
 
You can create the person as follows:
• not predefined
• predefined with one of the following criteria:
• a person group
• a profile
• a writing access area
• a reading access area (if reading access management is activated)
To complete the configuration of the person, see Defining a Person.
Creating a user
To create a user:
1. Access the User Management pages.
2. Click the Persons sub-folder.
3. In the edit area, click New .
The Creation of Person - Characteristics window opens.
4. In the Name field, enter the name of the person.
E.g.: DUBOIS Guillaume
*Remember to use the same format for all persons.
5. In the E-mail field, enter the e-mail address of the person.
6. In the Login field, enter a login.
E.g.: GDS
*If you do not enter the Login, it automatically takes 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.
*If HOPEX SMTP settings are not configured (See Specifying SMTP Configuration) in the Password field enter a temporary password.
7. (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.
*The Writing Access Area field appears only if there are several writing access areas. By default at creation, the user is connected to the maximum writing access area: "Administrator".
8. (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.
9. Click Next.
The Creation of Person - profiles window opens.
10. In the Repository field, select the repository in which you want to assign the profile to the person.
11. Select the profile you want to assign to the person.
*You can assign several profiles to the person.
*You can perform this action later, see Assigning a Profile to a Person.
12. Click OK.
The user is created and is added to the list of users.
The user receives an email to define his/her password.
*To define the characteristics of the user, see Defining a Person.
*You must configure the login of the user, see Defining the Login of a Person.
*To check the configuration of the user, see Checking the Configuration of Users.
Creating predifined users
To facilitate creation of users with a similar characteristic you can predefine the creation with:
• group to create a person automatically connected to the group selected.
• profile to create a person and automatically assign this person the profile selected.
• writing access area (available if several writing access areas are available) to create a person automatically connected to the writing access area selected.
• reading access area (available if reading access management is activated) to create a person automatically connected to the reading access area selected.
To create a user with a predefined characteristic:
1. Access the User Management pages.
2. Click the sub-folder corresponding to the characteristic (Persons by group, Persons by profile, Persons by writing access area, or Persons by reading access area).
E.g.: Persons by profile.
3. In the edit area, select the characteristic (the group, the profile, the writing access area, or the reading access area) that you want to connect to the person.
E.g.: Financial Controller profile.
4. Click New .
The Creation of Person - Characteristics window opens.
5. In the Name field, enter the name of the person.
E.g.: CHANOUX Lou
*Remember to use the same format for all persons.
6. In the E-mail field, enter the e-mail address of the person.
7. In the Login field, enter a login.
E.g.: LCX
*If you do not enter the Login, it automatically takes 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.
8. In the Repository field, select the repository in which you want to assign the profile to the person.
9. (If needed) Define validity dates for the profile assignment.
10. (With the HOPEX Power Supervisor technical module) In the Writing Access Area field, use the drop-down menu to 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. By default at creation, the user is connected to the maximum writing access area: "Administrator".
11. (If required, with the HOPEX Power Supervisor technical module) In the Reading Access Area field, use the drop-down menu to 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.
12. Click OK.
The user is created and is added to the list of users.
The user receives an email to define his/her password.
*To define the characteristics of the user, see Defining a Person.
*You must configure the login of the user, see Defining the Login of a Person.
*To check the configuration of the user, see Checking the Configuration of Users.