PLATEFORME - Studio (EN) > Profiles and Permissions > Profiles > Creating and Managing Profiles
Creating and Managing Profiles
Checking profile compliance with connection regulation
A profile must comply with modeling regulation.
To check that the profile complies with the connection regulation:
1. Access the Profiles management page.
2. In the Profiles list, right-click the profile concerned and select Manage > Check > Regulation with propagation.
3. Select Connection regulation.
4. Click OK.
The connection regulation report for the selected profile is displayed.
Customizing the permissions of an existing profile
MEGA provides profiles adapted to each Solution or product. However, you might need to customize the permissions (UI access) of these profiles. For this purpose MEGA recommends you to create a Set of UI Access Rights from the Set of UI Access Rights of the profile concerned, then to customize it.
To customize the permissions of a profile:
1. Access the properties of the profile.
2. In the Set of UI Access Rights field, click the arrow and access its Properties.
3. In the Characteristics page, click the arrow of the Customizing Set of UI Access Rights and select Create Set of UI Access Rights.
The name format of the Set of UI Access Rights is predefined as:
<Name of the Set of UI Access Rights of the profile concerned> (Custom)
4. (If needed) Modify its Name.
5. Click OK.
The set of UI access rights you created is predefined with the same UI access rights as those defined for the profile concerned.
6. Customize the permissions of the set of UI Access rights you just created.
*See Managing Permissions on Object UI and Managing Permissions on General UI and in the Access Rights field select the Set of UI access rights you just created.
Customizing the characteristics of an existing profile / Creating a profile from an existing profile
MEGA provides profiles adapted to each Solution or product. However, you may need to customize the characteristics of a profile provided by MEGA (for example connect a terminology).
*To customize a profile provided by MEGA, MEGA recommends to create a profile and base its Set of UI access rights on those of the profile you want to customize.
To customize the characteristics of a profile provided by MEGA:
1. Create a profile and configure its Set of UI Access Rights by aggregating the set of UI access rights of the profile on which is based your profile.
2. Configure the profile.
Creating a profile
*Profile creation is only available with the HOPEX Power Studio technical module (MTS2).
Users with the same profile share common characteristics (e.g.: options, authorized products, UI access rights).
To create a profile you must define:
• its name
• its set of UI access rights
*Defining UI access rights might be tricky. To facilitate the definition, you can use one (or several) Set of UI access rights already defined.
The set of UI access rights created inherits from all of the permissions defined on the Sets of UI access rights you have connected to it.
• its characteristics
*At creation a profile is not assignable, do not forget to set Assignable to "Yes" when its configuration is ready.
• its assigned WET
*For detailed information on a WET, see HOPEX Power Studio - Using a Working Environment Template documentation.
To create a profile:
1. Access the Profiles management page.
2. In the Profiles page, click New .
3. In the profile creation window, enter the Name of the profile.
*By default the Name of the profile is created in format "Profile-x" (x is a number that increases automatically).
4. In the Set of UI Access Rights field, click the arrow and select Create Set of UI Access Rights.
5. In the Name field, enter a name for the Set of UI access rights of the profile.
6. (Optional, to use one or several Sets of UI access rights already defined) Click Connect :
• (Optional) In the search field, enter the character string to be searched for.
• Click Find .
• In the list, select the Set of UI access rights on which you want to base the Set of UI access rights of your profile.
*You can select several Sets of UI access rights.
The set of UI access rights you are creating inherits from the permissions defined on all the sets of UI access rights you connected to it.
• Click Connect.
7. Click OK.
The new profile is listed in the Profiles page.
8. Configure the profile characteristics.
E.g.: in the Characteristics page, set the Assignable parameter to “Yes”, and connect a Tiles Homepage.
9. Assign a WET to the profile.
10. (If needed) Define the Set of UI access rights of the profile.
*See Managing UI Access (Permissions).
Deleting a profile
You may want to delete a profile you created.
*If you delete a profile that is the only profile assigned to a person, this person can no longer access HOPEX.
To delete a profile:
1. Access the Profiles management page.
2. In the list, select the profile concerned.
*You can select several profiles.
3. In the list menu bar, click Remove .
4. The selected profiles are removed and