Creating and Managing Roles › View Current Roles › Add a Role

Add a Role

If the predefined user roles provided with CA Performance Center do not fit your requirements, you can add custom user roles. Ideally, you create the roles that each unique product operator requires to perform job responsibilities.

Custom roles work best within a system of custom groups. Custom groups let you precisely grant access to dashboards and product features while restricting access to sensitive data. The same groups that you create to organize data can serve as “permission groups” when you set up user account permissions.

A new role has no role rights until you add them.

Note: When you have finished creating a role, assign it to a user account as a separate step. Roles are inoperative until they are assigned to user accounts. Only users with the 'Administer Users' and 'Administer Roles' role rights can assign roles to user accounts.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Navigate to the Manage Roles page.

   The current list of roles appears.

3. Click New.

   The Add Role dialog opens.

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

   Name

   (Optional) Identifies the role. Limited to 45 characters.

   Description

   (Optional) Describes the role. For example, identifies the job-related duties that the associated user performs.

   Enable Role

   Enables the role to make it active. Required to give users with this role the access granted by role rights.

5. Select Menu Set, and click Edit.

   The Edit Menu Set dialog opens. Menus that are listed in the 'Available Menus' list 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.

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

   The selected item moves to the Selected Menus 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 Performance Center, and click Edit.

   The Edit Role Rights dialog opens, where you can select individual access rights for this role. Role rights that are listed in the 'Available Rights' list can be added to the role. For more information, see Role Rights.

10. Click an item on the left that you want to add to the role. Then, click the right arrow to move it to the Selected Rights 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 is created and appears in the Role List.

More information:

Role Rights

Data Source-Specific Role Rights

Edit a User Account