Using Groups to Create Custom Dashboards › Proxy a User Account to Test the Dashboard

Proxy a User Account to Test the Dashboard

The Proxy feature lets you temporarily assume the identity of another CA Performance Center operator. You can proxy other users to validate significant changes or enhancements to dashboards. As a proxy, you see the same pages as the operator associated with the user account.

It is a recommended best practice to proxy user accounts anytime you have created new dashboards or changed user permission groups.

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. Select the user account that you want to assume, and click Proxy.

   User account proxying begins. The 'Proxy User [User Name]' indicator appears in the upper-right corner of the page.

   Another login is not required.

4. Navigate the interface as desired to verify the dashboards, menus, and views for the user whose account is being proxied.
5. Stop proxying by clicking the X next to the Proxy User indicator.

   Or click '[change]' to start proxying a different user.

   If the new dashboard does not correctly display data from the user's site groups, edit the user account to adjust the permissions.