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

How to Create a User Account

We recommend placing managed items in custom groups before creating user accounts. You assign custom groups to user accounts as "permission groups," which determine the data each user can view. And you can also grant selected ownership of a single branch of the Groups tree to a user account with administered groups Administered groups are managed by users who lack full administrative rights. These users can manage a specific branch of the Groups tree to which the administrator has granted them access. Such access requires a user account setting and the Administer Groups role right..

Create any custom roles The role is a parameter assigned to a user account that controls user access to product features and dashboard pages. Based on user job functions, the role grants administrative access to product configuration using role rights. Roles let users access data and product features that they require to perform their duties and restrict access to features that they do not require. that you require before creating user accounts. Typically, the predefined roles provide starting points for customization.

We recommend the following process for creating a user account:

1. Log in as a user with the required administrative role rights.
2. Confirm that the appropriate groups exist, or create them if necessary.

   Note: User account parameters include all of the groups that the user can view, and also one group that the user can manage. The Administer Groups role right lets users without full administrative rights manage a specific branch of the Groups tree.

3. Confirm that the appropriate roles exist, or create them if necessary.
4. Add a user, and enter basic user information.
5. Assign a role.
6. Assign permission groups Permission groups comprise the scope of the managed items that each user can monitor. Administrators can create custom groups of managed items, such as applications, servers, networks, routers, and interfaces, to reflect each user’s area of responsibility. When they are assigned to a user account as permissions, custom groups are called permission groups..

   Note: New user accounts have access to no groups by default. Their dashboards contain no data until you assign at least one permission group.

7. Assign group ownership so that the user can create and modify groups in one branch of the Groups tree.

   Note: Only user accounts with the Administer Groups role right are eligible for this selective group ownership.

8. Assign product privileges The product privilege is a type of permission set associated with a user account. The product privilege grants user access to features in selected data sources and does not apply to CA Performance Center functionality. to grant access to the data sources you have registered.
9. Test the user account by temporarily proxying it.

More information:

User Account Parameters

Add a User Account

Clone an Existing User Account

New User Account: Example