Using Groups to Create Custom Dashboards › Edit User Accounts to Assign Default Groups

Edit User Accounts to Assign Default Groups

The custom dashboard that you created can help each CA Performance Center operator to monitor systems within the enterprise. However, it will be easier for operators to use this dashboard if it contains data from devices within the scope of their unique job responsibilities. Instead of creating multiple copies of the dashboard, you can customize the dashboard context by editing the default group that is assigned to each user account.

Follow these steps:

1. Log in as a user with administrative privileges.
2. Navigate to the Manage Users page.
3. Select the user account that you want to change, and click Edit.
4. Advance the wizard to the Permission Groups dialog.
5. Check the groups that are assigned to this user. Change the assignments if necessary to ensure that this user can see data for the items s/he must monitor.
6. Use the Default Group drop-down list to select the site group whose data this user sees by default. Your table of staff members and permission groups assists you in selecting the appropriate group.
7. Click Save.
8. Repeat the previous steps to set a different default group for each user.

   When different users view the same custom dashboard that you created previously, they see data from their default group. But by clicking the [Change] link at the top of the dashboard, they can also change the context to any group that they have permission to see.

   You can now test the new dashboard by using the Proxy User feature, which lets you log in as another product operator.