Creating and Managing Roles › View Current Roles › Edit a Role

Edit a Role

The predefined user roles are useful for getting operators started using CA Performance Center. However, you can modify these roles, or you can create new ones to suit your unique environment and provide for the job responsibilities of product operators.

Global administrators and users with the required role rights can modify both predefined and custom roles. Tenant administrators only have access to the roles associated with their tenant.

Follow these steps:

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

   The page displays the current list of roles.

3. (Optional) Check the current usage of the role you want to modify, as follows:
   1. Select the role.
   2. Click Users to open the User List page, filtered to show only users who are assigned to the selected role.
   3. Click Roles to return to the Manage Roles page.
4. Select a role that you want to edit.
5. Click Edit.

   The Edit Role dialog opens.

6. Modify role settings as required.

   A table lists the role rights that have been selected for the role.

7. Select Performance Center, and click Edit.

   The Edit Role Rights dialog lets you select individual access rights for this role. For more information, see Role Rights.

8. Select an item on the left that you want to add to the role. Click the right arrow to move it from the Available Rights list to the Selected Rights list.

   Use Shift + Click or Ctrl + Click to select multiple items in the list.

9. (Optional) To add a menu to this role:
   1. Select Menu Set, and click Edit.
   2. Select the new menu in the Available Rights list.
   3. Click the right arrow button to move it to the Selected Rights list.
   4. (Optional) Use the Up and Down arrows to change the order of menus in the list of selected menus.
   5. Click OK when you have finished adding menus.

   Note: You can assign a maximum of six menus to a role, including the My Dashboards menu.

10. Click Save.

    The changes to the role are saved.

More info

Role Rights

Add a Role

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