Add Users to a PolicyCenter Organization

When users are assigned to an organization, the administrator can control which configurations each user can view and/or modify. Each user is assigned either a touch role that allows the user to both view and modify settings for PolicyCenter configurations, or a look role that lets a user monitor but not modify settings. When PolicyCenter users log into the PolicyCenter console with their unique user name and password, they can access only those units and configurations associated with their organization, and can perform only those operations allowed by their look or touch role.

PolicyCenter administrators (users with touch access to the PC organization) have a unique role that gives them access to additional PolicyCenter operations and commands to manage the PolicyCenter software and create and modify other organizations.

Another advantage to defining PolicyCenter users is that it gives an administrator the ability to track configuration changes. See View PolicyCenter Audit Logs for more information. Each PolicyCenter deployment supports up to 512 different user accounts.

To add a PolicyCenter user account:

1. Log in to PolicyCenter as a PolicyCenter administrator. Organization managers should log in with a touch password for the organization.
   
   
2. Click the Users tab.
   
   
3. Click the New User button at the bottom of the left window pane.  show screen
   
   The Add a New User to Organization window appears.  show screen
   
   
4. Enter a unique login name for the new user in the user name field. A login name can be comprised of up to 32 alphanumeric characters, periods, underscores, and dashes. The first character of the user name must be a letter. Spaces and other special characters are not allowed, and user names are not case sensitive.
   
   
5. Enter a login Password for the user, then retype the password to verify it. A password can be up to 19 characters long and include all printable characters, including spaces, periods, underscores, and dashes.
   
   
6. Enter the user's name in the First Name and Last Name fields. Names cannot have spaces; compound names will require a dash or underscore character (for example, Ann-Marie or Van_Patten).
   
   
7. (For PolicyCenter Administrators only) In the Organization drop-down list, select the organization to which this new user will belong. If you have not yet defined an organization for this user, first create the new organization, and then add the user to the new organization. You cannot switch an existing user to another organization without deleting and then recreating that user account.
   
   
8. Click the Role drop-down list to select either a look or touch role for the user.
   
   
9. Click add.

See also:

Change Configuration Ownership