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.

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. In a well-planned deployment, roles let users access dashboards 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, however, the predefined roles are sufficient.

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.

   If data sources are already registered and data collection is occurring, system groups have been created automatically. Use these groups of items to build custom groups.

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 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.
8. Test the user account by temporarily proxying it.

More information:

User Account Parameters

Edit a User Account

Clone an Existing User Account