Creating and Managing Groups › Types of Groups › Use Groups to Customize Dashboards

Use Groups to Customize Dashboards

When users log in to CA Performance Center, the dashboards they see contain data from the default group that each user has permission to view. You can set a default group for each user in the user account settings. For example, an operator who has primary responsibility for Site A, but who functions as a backup for Site B, has permissions to view data for both groups. However, the default group setting lets this operator see only the Site A information by default.

You can use the default group feature to create one custom dashboard to represent every site in your enterprise.

Follow these steps:

1. Create custom groups to represent each site or branch office in your enterprise. Use names that clearly represent these locations.
2. Create a custom dashboard.
3. Add the views that all operators use on a daily basis to monitor your locations.

   Note: Add this dashboard to a menu that all users can see. The user account role determines menu access.

4. Edit each user account to select a new default group by following these steps:
   • Log in as a user with administrative privileges.
   • Navigate to the Manage Users page.
   • Select the user account that you want to change, and click Edit.
   • Advance the wizard to the Permission Groups dialog.
   • Use the Default Group drop-down list to select the group whose data this user should see by default.
   • Click Save.
5. Repeat the previous steps to set a different default group for each user.

   When different users view the same custom dashboard, they see different data, based on their default group.