Creating and Managing User Accounts › How to Create a User Account › Add a User Account

Add a User Account

Add a user account for each person who will operate CA Performance Center. For security purposes, user accounts should not be shared.

Note: Before you create a user account, confirm that the required roles and groups exist.

Follow these steps:

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

   The page displays the current list of user accounts.

3. Click New.

   The Create New User wizard opens.

4. Enter information for the following account parameters:

   Name

   Is a login name for the user account. Limited to 50 characters.

   Description

   (Optional) Describes the user account to help you identify it.

   Preferred Language

   Specifies the language spoken by the operator associated with the user account.

   Email Address

   (Optional) Associates an email address with the user account.

   Authentication Type

   Identifies the authentication method that applies to this user account. The method must match Single Sign-On configuration. Select one of the following:

   • Performance Center—The default authentication scheme deployed by CA Performance Center.
   • External—A third-party authentication scheme, such as LDAP or SAML.

   Password

   Defines a password for the user account. The password is limited to 32 characters.

   Time Zone

   Corresponds to the time zone in which the user will view data.

   Default: UTC (Coordinated Universal Time).

   Role

   Is the role assigned to the user account.

   Account Status

   Determines whether the account is enabled for use (activated).

5. Click Access Permissions to advance the wizard.
6. Add permission groups to the user account, as follows:
   • Expand the groups in the Available tree on the left.
   • Select a group or subgroup.
   • Click the right-pointing arrow to add your selection to the Selected area on the right.
   • Repeat as necessary.

   Note: As a best practice, do not assign the 'Collections' group as part of a user's permission groups. This group should not be used for reporting.

7. (Optional) Click the option to 'Enable My Custom Groups Functionality'.

   This option lets the user create custom groups to organize managed items for troubleshooting and analysis. These groups are only available to this user on the My Custom Groups page. They do not appear in the main Groups tree.

   A default group is selected for the user automatically. When the user logs in, data from the default group appears in dashboards by default.

8. (Optional) Select a different group from the 'Default Group' drop-down list.
9. Click Administer Group to advance the wizard. The Administer Group dialog lets you assign a group for a user with the role right of 'Administer Groups'.
10. Select a group for the user to administer, as follows:
    • Expand the groups in the Available Groups tree on the left.
    • Select a group or subgroup. The user has the ability to create groups under the selected group or subgroup, and then modify or delete only those administered groups. The user cannot modify or delete groups that are owned by another user. For more information about the 'Administer Group' role right, see Role Rights.
    • Click the right-pointing arrow to add your selection to the Selected Group area on the right.

    Notes:

    • The Available Groups tree is filtered by the group selections on the Access Permissions dialog. This filtering prevents users from having administrative rights to a part of the tree from which they are prohibited.
    • The Administer Group dialog is disabled for users with the Administrator role.
11. Click Product Privileges to advance the wizard.
12. For each data source product in the Product list, select one of the following product privileges:

    Administrator

    Performs all functions, including creating and editing groups, menus, dashboards, roles, and user accounts.

    Power User

    Creates menus and dashboards. Can also edit and create roles.

    User

    Views menus and dashboards that are designated by an administrator or power user.

    None

    Has no access to a data source. This setting prevents the user from following a drilldown path from a view in CA Performance Center to the data source user interface. By default, all users have this product privilege setting for all data sources.

    Note: The same user account can have different privileges for different data sources.

13. Click Save.

    The new user account appears on the Manage Users page.

More information:

Permission Groups and User Accounts

Product Privilege

Edit a User Account

How to Create a User Account

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