Create users, groups, and roles - Quick Start Guide - BlueCat Horizon

BlueCat Horizon Quick Start Guide
ft:locale
en-US
Product name
BlueCat Horizon

The first time you log into BlueCat Horizon, you log in as the root user. You can use this user to create users, groups, and roles that align with your business requirements. BlueCat Horizon is built around roles and permissions, allowing you to configure users and their access privileges as needed.

Note: As a best practice, we recommend creating a dedicated system administrator user for managing the platform and its applications.

Before creating users, we recommend creating roles, which comprise permissions. Then you can assign these roles to groups and add users as members to the groups. Users will inherit the roles and permissions assigned to their groups.

1. Create roles

Next, create roles that you can then assign to your groups. These roles define what system objects users in a group have permission to access. The platform comes with several built-in roles, but also lets you create roles to meet your specific needs.

To create roles:

  1. Navigate to User management > Roles.
  2. Select New.
  3. Enter a Name for the new role and a Description.
  4. Select Create.
  5. The new role is added to the Roles list. Select the role in the list to navigate to its details page.
  6. On the Permissions tab, select Update to configure its permissions.
  7. In the dialog, configure the permissions as needed.
    The Update role permissions dialog with the Services permissions of the DDI orchestrator section expanded.
    1. To configure platform permissions, expand the Platform section by selecting the downward arrow on the right.

      To configure application permissions, for example, permissions in DDI orchestrator, expand the application's section by selecting the downward arrow on the right.

    2. Permissions are organized by scope, for example, Connections, Audit logs, etc. Use the downward arrows on the left to expand scopes.
    3. Select the permission(s) you want to configure by using the Unset all, Deny all, or Allow all options to apply the rule. You can also apply one of these rules to entire scope of permissions, for example, Deny all for all Devices permissions.
  8. Select Update.

For more information about roles, refer to the Roles section of the BlueCat Horizon User Guide.

2. Create groups

To create a group:

  1. Navigate to User management > Groups.
  2. Select New.
  3. In the dialog, enter a Name and Description.
  4. Select Create.

Then, assign roles to the group:

  1. On the Groups page, locate and select the group to which you want to assign a role.
  2. On the group's details page, select the Roles tab.
  3. Select Add.
  4. In the dialog, start entering the name of a role to which you want to assign the group. A list of roles will populate the dropdown. Select the role(s) you want to assign.
    Enter role names in the Add group roles dialog to assign roles to the group.
  5. When you've selected all the roles you want to add, select Add.

For more information about groups, refer to the Groups section of the BlueCat Horizon User Guide.

3. Create users

Once you've created groups, you can create users to add to them. To create users:

  1. On the Users page, select New.
  2. In the dialog, enter the following information about the new user:
    • Name: A name for the user.
    • Email: The user's email address.
    • Roles: Use the dropdown to select which role(s) to assign to the user.
    • Groups: Use the dropdown to select group(s) to which you want to add the user.
  3. Select Create.

For more information about managing users, refer to the Users section of the BlueCat Horizon User Guide.