Creating and Managing Tenants › Setting Up Tenants › Set Up Tenant Roles

Set Up Tenant Roles

Tenants are created and configured as separate steps. A tenant definition can contain one or multiple user account roles. Custom tenant roles are useful for specific requirements, such as a user who can search the Inventory and can drill down into data sources but can only view dashboards within a single tenant.

The operator who logs in with each tenant role only has permission to view data from managed items that belong to that tenant.

Users with the predefined Administrator role can also create tenant administrator roles, which grant the ability to:

• Add tenant user accounts
• Create custom tenant groups
• Create custom tenant dashboards

Unlike the global administrator, a tenant administrator does not have access to data or Admin features in any other tenant environment. For more information, see Roles for Multi-Tenancy Support.

Follow these steps:

1. Log in as a tenant administrator associated with this tenant.

   Or set the tenant scope to access tenant configuration as a global administrator.

   The tenant indicator appears to show that you are administering the selected tenant environment.

2. Select Admin, User Settings, and click Roles.

   The Manage Roles for [Tenant Name] page opens.

3. Click New.

   The Add Role for [Tenant Name] page opens.

4. Supply the required information and make selections in the fields provided.

   Name

   Is a name for the new role. Limited to 45 characters.

   Description

   (Optional) Describes the new role.

   Role Status

   Lets you enable the role to make it active. The role must be enabled to give users with this role the appropriate rights.

   A table indicates that no role rights have been selected for the role.

   

5. Select Menu Set, and click Edit.

   The Edit Menu Set dialog opens, where you can select menus for this role. Menus listed in the 'Available Menus' area can be added to the role.

6. Click an item on the left that you want to add to the role, and then click the right arrow.

   The selected item moves to the Selected Menus list.

   Use Shift + Click or Ctrl + Click to select multiple items in the list.

7. (Optional) Use the Up and Down arrows to move items around in the list. The order of menus in the list determines their order on the Dashboards tab.
8. Click Save.

   You return to the Add Role page.

9. Select CA Performance Center, and click Edit.

   The Edit Role Rights dialog opens, where you can select individual access rights for this role.

10. Click an item that you want to add to the role, and then click the right arrow to move it to the Selected Rights list.

    Use Shift + Click or Ctrl + Click to select multiple items in the list.

11. (Optional) Use the Up and Down arrows to move items around in the list. The order of role rights determines their priority in cases where rights overlap.
12. Click Save.

    You return to the Add Role page.

13. Click Save.

    The new role appears in the Role List, which is scoped for the current tenant.

More information:

Add a Role

Role Rights

User Account Parameters

Add a User Account