Defining a Person
*Person represents a physical person or a system.
*For more information on the properties of a person, see Person Properties.
*To assign a profile to a person (mandatory), see Assigning a Profile to a Person.
In the property pages of a person, you can define:
Mandatory
• the name of the person
• the e-mail address of the person
*The e-mail address is required, for example, for the user to define his/her password, for distributing documents, receiving notifications and questionnaires, or when a user loses his/her password.
• the login of the person
Optional and also user-configurable
• the image of the person
• the default library to store the objects created by the person, if the creation context does not define one
• the data language of the Web user
*If the field is not defined, by default the data language is the one defined in the environment options (Options: Installation > Languages: Data Language).
Optional
• the phone number and initials of the person
If needed
• if the person belongs to a person group.
If data (writing or reading) access management is set up
• writing access area of the user
For information regarding writing access management, see Data Writing Access.
• reading access area of the user
*Only if reading access management has been activated.
For information regarding reading access management, see Data Reading Access.
To define a Person:
1. Access the properties of the person.
2. (Optional) To add or update the image of the person, click Update Image, select the image then click OK.
*The image is stored in binary on an attribute of the person. To delete the image, click Reinitialize Image.
The person can update his/her image himself/herself.
3. In the E-mail field, enter the e-mail address of the person.
4. (Optional) Enter the Phone Number and Initials of the person.
5. In the Application Access section:
• so that the person can connect to HOPEX, the person must have a Login.
• (optional, if necessary) select Belongs to a Person Group.
6. (Optional) In the Data Access section:
• in the Data Language field, using the drop-down menu, you can define a specific data language for this user.
• in the Default Library field, click the arrow then select the library in which objects created by the user are stored if the creation context does not define one.
*The person can modify these fields himself/herself.
7. (With the HOPEX Power Supervisor technical module) In the Data Access section, you can modify the access area values:
• the user writing access area, using the drop-down menu of the Writing access area field.
*By default, a new user is connected to the only available writing access area: "Administrator".
• the user writing access area at creation, using the drop-down menu of the Writing access area at creation field.
• the user reading access area, using the drop-down menu of the Reading access area field.
*This field only appears if reading access management has been activated.
• the user reading access area at creation, using the drop-down menu of the Reading access area at creation field.
*This field only appears if reading access management has been activated.
The person is configured.