PLATFORM - Administration (Web) > Users > Managing Profiles > Configuring a Profile
Configuring a Profile
From the profile properties window you can define:
• products accessible to users with the current profile.
*See step 2.
• if the profile is assignable or not.
*See step 3.
• if the profile is an administrator profile or not.
*See step 4.
• if the profile is provided at connection.
*See step 5.
• if the profile is active or not.
*See step 6.
• a default report on the homepage associated with the profile.
*See step 7.
• the profile display name in the interface.
*See step 8.
• the profile icon in the interface.
*See step 9.
• the Working Environment template (WET), which defines the desktops to which the users of the profile have access.
Or in a non WET-based configuration:
• applications accessible to the users of the profile.
• (If needed) desktops accessible to the users of the profile.
• reports:
• the display level of reports displayed in an object property pages
• the display order of the report folders displayed in an object property pages
• the default report displayed on the homepage
• the terminology associated with the profile.
• object types available.
You can also:
• customize profile UI access
• perform a mass profile assignment to persons
• check that the profile complies with the connection regulation
Configuring profile characteristics 
To configure profile characteristics:
1. Access the properties of the profile.
2. (Optional) In the Command Line field, enter the command defining products that can be accessed by users with the current profile.
3. (Optional) In the Assignable field, modify the attribute value via the drop-down menu.
*By default, the profile is not assignable.
4. (Optional) In the Administrator Profile field, modify the attribute value.
*By default, the profile is not an administrator profile.
5. (Optional) In the Profile Display field, modify the default behavior of the profile display at connection.
*A profile is provided by default at connection when it is not included in another profile.
6. (Optional) In the Profile Status field, modify the attribute value.
*By default, the profile is active.
7. (Optional) In the Homepage Report field, connect a report to the profile homepage.
8. (Optional) In the _GUIName field, enter the profile name displayed in the interface.
9. (Optional) In the MetaPicture field, click the arrow and select Connect MetaPicture.
• In the search field, enter the characters you want to find and click Find.
• In the results list, select the icon and click Connect.
Assigning a WET to a profile 
*To see the connection diagram, see Connection diagram (with WET).
*For more details on the WET creation and its use with profiles, see HOPEX Power Studio - Versatile Desktop - Using a Working Environment Template (WET).
With a WET-based configuration, you must assign a WET to the profile. This WET assignment to the profile enables you to define:
• the (unique) desktop associated with the profile, or
• the desktops associated with the profile.
The desktop definition is done through a Desktop Manager. Thanks to this Desktop Manager you can, for example, define a desktop display adapted to the device (tablet or computer) used by the user.
E.g.: the user can connect to HOPEX Explorer application from a tablet or a computer with an adapted desktop display.
For specific purposes you may need to assign several WETs to the profile.
*In a non WET-based desktop configuration, you must define the applications accessible to the profile, see Defining the applications accessible to the users of a profile (non WET-based configuration).
Assigning a WET to a profile (standard version)
To assign a WET to a profile (standard version):
1. Access the properties of the profile.
2. Select the WET Assignments page.
3. Click New .
4. In the WET field, select the Working Environment Template you want to assign to the profile.
5. In the Assigned WET field, select the WET you want to assign to the profile.
6. Select the desktop selection mode: Direct selection.
7. In the Assigned Desktop field, select the desktop you want to assign to the profile.
8. Click OK.
The selected WET is assigned to the profile and its associated desktop is defined.
Assigning a WET to a profile (muti-device version)
To assign a WET to a profile (multi-device version):
1. Access the properties of the profile.
2. Select the WET Assignments page.
3. Click New .
4. In the Assigned WET field, select the WET you want to assign to the profile.
5. Select the desktop selection mode: Selection via Desktop Manager.
6. Select Create a Desktop Manager.
*To reuse a Desktop Manager, keep Reuse existing Desktop Manager and in the drop-down list select the Desktop Manager.
7. Click Next.
8. (Optional) In the Name field, modify the default desktop manager name.
*The default name is <Profile name> / <Assigned WET name> / Desktop Manager.
*This can be useful if you need to reuse this desktop manager for another WET assignment.
9. Click Connect and connect the device matching the desktops you want to define for the profile.
10. Click OK.
The desktops associated with the Desktop Manager are specified.
You must define each desktop use context.
11. In the desktop list, for each desktop, in the Device column, select the device type adapted to the desktop.
E.g.: Tablet, Computer
12. Click OK.
The selected WET is assigned to the profile and its associated desktops are defined with their use context.
Example:
When the user connects through a tablet, the tablet matching desktop is loaded.
When the user connects through a computer, the computer matching desktop is loaded.
Defining the applications accessible to the users of a profile (non WET-based configuration) 
*To modify a profile provided by HOPEX, you must create a new profile; see Customizing the Characteristics of an Existing Profile / Creating a Profile from an Existing Profile.
So that a user of a profile can connect to an application, you must connect this application to the profile concerned.
All desktops connected to the application are then accessible. To enable access to only certain desktops of the application, see Defining the application desktops accessible to the users of a profile (non WET-based configuration).
To define applications available for a profile:
1. Access the Properties pages of the profile.
2. Select Available Applications.
3. In the toolbar, click Connect .
The application search tool appears.
4. (Optional) In the second field, enter the characters to search for.
5. Click Find .
6. In the search results, select the application you want to connect.
7. Click Connect.
The applications are connected to the profile.
Defining the application desktops accessible to the users of a profile (non WET-based configuration) 
A user can connect to an application via customized desktops according to actions to be performed.
If an application contains several desktops, you can specifically define application desktops that are accessible to the concerned profile.
To do this, you must connect to the profile:
• the application containing the desktops.
• the desktops you want the users of the profile can connect to.
*The application desktops that are not connected to the profile are not accessible to users of the profile.
*To modify a profile supplied by MEGA, MEGA recommends you create a new profile, see Creating a Profile.
To define application desktops available for a profile:
Prerequisite: The application accessible to users of the profile is defined.
1. Access the Properties pages of the profile.
2. Select Available Desktops.
3. In the toolbar, click Connect .
The desktop search tool appears.
4. (Optional) In the second field, enter the characters to search for.
5. Click Find .
6. In the search results, select the desktop you want to connect.
7. Click Connect.
The desktops are connected to the profile.
Defining the report display level (property pages of an object) 
In an object property pages, the Reporting page gives access to the reports of the products accessible by the profile. These reports are sorted by product and topics.
You can display the reports:
• directly at first level
For example, the reports associated with the main product only.
• sorted in the topic folders
The folders are displayed by alphabetical order, you can modify their order.
*If the folder includes a single report, the latter is displayed at first level (its folder is hidden).
To define the reports and their display level:
1. Access the Properties pages of the profile.
2. Select Reporting Presentation.
3. In the Folders of Report Templates list, click Connect .
The folder of Report Templates search tool appears.
4. (Optional) In the second field, enter the characters to search for.
5. Click Find .
In the search results, select the folder(s) of Report Templates concerned.
6. Click Connect.
The folder(s) of Report Templates selected are listed. By default their Menu level value is set to: "Root level".
In that case, the Reporting property page of an object displays the reports (belonging to the selected folders) at first level (sorting folders are hidden).
7. (If you want to display the sorting folders) Access the corresponding folder property pages, and in its Characteristics page, set the Menu level value to "Sub level".
the Reporting property page of an object displays the sorting folder at first level, and then its reports.
Modifying the report folder display order (property page of an object) 
In an object property pages, the Reporting Presentation page gives access to the reports of the products accessible by the profile. If these reports are sorted by topic folders, you can modify the folder display order.
To modify the folder display order:
1. Access the Properties pages of the profile.
2. Select Reporting Presentation.
3. In the Folders of Report Templates list, click Reorganize .
4. Drag and drop the folders to get the required display order.
5. Click OK.
Defining a default report on the homepage 
You can define a default report on the homepage associated with the profile, for all the users connected with the current profile. Each user can change this report.
To define a default report for the profile:
1. Access the Properties pages of the profile.
2. In the Characteristics page, click the Homepage report arrow and select Connect.
3. Select the report and click Connect.
The report is linked to the profile desktop homepage.
Associating a terminology with a profile 
*A Terminology defines a set of terms used in a specific context instead of the standard term.
*For information on creating and managing a Terminology, see Renaming HOPEX Concepts.
To associate a terminology with a profile:
1. Access the Properties pages of the profile.
2. Select Terminology.
3. In the toolbar, click Connect .
The terminology search tool appears.
4. (Optional) In the second field, enter the characters to search for.
5. Click Find .
6. In the search results, select the terminology you want to connect.
*You can select several terminologies.
7. Click Connect.
The terminology is connected to the profile.
If you associate more than one terminology with the profile, you must define an order of priority for them.
To define the priority of the terminologies of a profile:
1. Access the Properties pages of the profile.
2. Select Terminology.
3. In the toolbar, click Reorganize .
4. Drag and drop to place the priority terminology at the top.
In the example above, the terms of the Risk Management terminology are used when they are not defined in the IT Risk management terminology.
Defining the object types available for a profile 
You can define which specific object types are available for a profile:
• document categories
• document models
• Report DataSet Definitions
• widgets
To define the object types available for a profile:
1. Access the properties of the profile.
2. In the Available Types page, select Available Objects.
3. In the toolbar, click Connect .
The object type search tool appears.
4. (Optional) In the search tool, in the first field, select the object type category.
5. (Optional) In the second field, enter the characters to search for.
6. Click Find .
7. In the search result, select the object types to make available for the profile.
8. Click Connect.
The object types selected are made available for the profile.