If you’ve been reading the whole series of posts on vRealize Automation 7, then you’ll know that we’ve already been setting up roles in our cloud portal, but we’re not done yet. If you need any permissions besides just requesting a blueprint, you’ll need to be added to a custom group first.

To create a custom group, login as a tenant administrator and go to the Administration Tab –> Users and Groups –> Custom Groups. From there click the “New” button to add a new custom group.

Once the “New Group” screen appears give it a name and description. On the right hand side, select the built in roles that you’d like to assign to this group. In my case, this is a lab and I’m assigning all roles to the group and assuming that this group managed EVERYTHING in my vRA infrastructure. If you’re doing this for a corporation this information should be locked down by what tasks the group will be handing. To find out what each of the roles do, take a look in the bottom right hand corner of the “New Group” screen. The permissions will be listed as you click on each role. When you’re done, click “Next”.

On the following screen select your users. Again this is my home lab and all of my Domain Admins will manage this vRA7 portal.

Summary

We’ve created a lot of permissions and roles already, but the custom groups are important for us to build blueprints and manage catalogs. If you’re moving on to the next post in the series, be sure you log out of vRA7 and back in before continuing since some of your permissions probably just changed!