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Managing UC Monitor Security › Roles › Manage Roles

Manage Roles

You can create roles to customize the product areas that a UC Monitor operator can view. For example, you can modify a role to assign permission for different areas of access. Before you register UC Monitor as a data source for CA Performance Center, you can create, change, and delete roles from the UC Monitor management console.

Important: After you register UC Monitor with CA Performance Center, use CA Performance Center to manage users, product permissions, and roles.

Follow these steps:

  1. Click Administration, Security, Roles in the navigation bar.

    The Role List opens.

  2. Perform the following to create or change a role:
    1. Click New to create a role, or select the role you want to change and click Edit.

      The Role Properties page opens.

    2. Complete the following fields:
      • Name: A name for the role.
      • Description: (Optional) A description of the role, such as a list of duties that are associated with the role.
      • Enable Role: Indicates that this role is enabled and ready to be assigned to a user account.
      • Area Access: Product features to which users with this role have access. Select one or more areas.

        The areas listed correspond to reports that can be viewed and product functionality that can be accessed. For example, the Call Watch option allows a user to view the Call Watch Real-Time report. The Call Watch Setup option enables a user to configure and launch a Call Watch.

        Note: When you upgrade from a previous version of UC Monitor, new options and areas often become available. These options are not enabled for roles that you created with a previous version of the product. You can, however, manually enable the options for these custom roles.

    3. Click Save to save the role definition. The Role List displays the new role or your changes.
    4. Click Save & Add Another to save the role definition and create another role.
  3. Perform the following to delete a role. You cannot delete a role that is assigned to a user account.
    1. Review the Users column to verify that the role is not assigned to a user. If it is, assign a different role to that user before deleting the role. For more information, see Manage User Accounts.
    2. Select the role you want to delete.
    3. Click Delete. The Confirm Delete page opens.
    4. Click Delete. The role is deleted from the Role List.
  4. (Optional) Assign an enabled role to a user account. For more information, see Manage User Accounts.