Creating Policy Users

Create named PPC users and assign Policy roles after installing the Helm chart.

People sign in to Policy with named Protegrity Provisioned Cluster (PPC) accounts. The Policy Helm chart registers the built-in roles during installation. A PPC user with administrator permissions assigns these roles to people. Human accounts are separate from the integration service users prepared in prerequisites.

Prerequisites

Complete Policy installation before assigning its chart-created roles. Use a PPC account with administrator permissions to manage users.

Policy Roles

Choose the role required for the person’s tasks:

RoleAccess
policy_viewerView policies.
policy_authorView, create, edit, compile, preview, and restore policies into draft review.
policy_adminAdd review, approval, archive, audit, system configuration, and observability capabilities to author access.

Use the authorization reference for capability details and policy-specific grants. Do not grant administrative access merely to provide author or read-only access.

Create a Policy User

Complete these steps in the PPC command-line interface (CLI):

  1. Log in to the PPC CLI as a PPC user with administrator permissions. See Accessing the PPC CLI.

  2. Create an author account:

    admin create users --username <username> --email <email> --first-name <first-name> --last-name <last-name> --password "<password>" --roles "policy_author"
    

    Replace the placeholders with the person’s account details. Run credential-setting commands in a protected CLI Manager session without command recording. For read-only access, use policy_viewer instead of policy_author.

  3. List PPC users:

    admin list users
    

    The output includes the account you created.

For an existing user, follow PPC user management. Include every role the account must retain when changing its roles. Updating a user’s roles replaces the existing role list.

Last modified : November 03, 2026