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Add a Custom Group to a Default Policy

A simple way to customize access privileges is to create custom groups and add those groups to selected default policies. With this approach, you do not create any custom policies. You identify the actions, or permissions, in the default policies that individuals you assign to the custom group need.

Follow these steps:

  1. Browse to CA EEM and log in.
  2. Create a custom group for users that are to perform the same set of tasks in CA Process Automation.
    1. Click the Manage Identities tab.
    2. Click Groups.
    3. Click New Application Group.
    4. Enter the name of the group.
    5. Do not add an application group membership.
    6. Click Save.
  3. Open the default policy containing the action you want to grant.
    1. Click the Manage Access Policies tab.
    2. Click the link for the appropriate resource class under Access policies.
    3. Click the link in the Policy Table for the policy to update.

      The selected policy opens.

  4. Grant a selected permission to the custom group.
    1. Under Enter/Search Identities, select Application Group from the Type drop-down list and click Search.
    2. Select the custom group from the list and click the down arrow.
    3. The custom group appears in the Selected Identities list.
    4. Select the check box for each action to grant.
    5. Click Save.

    The custom group is added to the selected policy.