PLATFORM - Administration (Web) > 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.
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,
Once the user is created, he/she automatically receives an HOPEX account activation e-mail to define his/her connection password.
*This e-mail is sent only when HOPEX SMTP settings are configured (see Configuring SMTP Settings). 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-mail 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 resend the account activation e-mail, 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.
To create a user:
1. Access the Persons management pages.
2. Click New .
The Creation of Person - Characteristics window opens.
3. Enter the characteristics of a person:
• In the Name field, enter the name of the person.
E.g.: WOODS William
*Recommendation: the same format should be used for all persons.
• In the E-mail field, enter the e-mail address of the person.
• In the Login field, enter a login.
E.g.: WWS
*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 Configuring SMTP Settings) in the Password field, enter a temporary password.
4. (with the HOPEX Power Supervisor technical module) Use the Reading Access Area drop-down menu to select the reading access area value 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".
5. (If required, with the HOPEX Power Supervisor technical module) In the Reading Access Area field, use the drop-down menu to select the reading access area value 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.
6. Click Next.
The Creation of Person - Profiles to be assigned window pops up.
7. Assign a profile to the person:
*You can perform this action later, see Assigning a Profile to a Person.
• In the Repository field, select the repository in which you want to assign the profile to the person.
*You can select all the repositories.
• In the Profiles list, select the profile(s) you want to assign to the person.
8. 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 check the configuration of the user, see Checking the Configuration of Users.
*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.
*To manage the licenses of the user, see Managing Named Licenses.