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3.6.9
Introduction
Getting started
Installation
Tutorials
How-to guides
Concepts
Releases
Reports
Accounts
Services
Instances
Summary
Budget
Services
Manage
Rates
Adjustments
Subscriptions
ACCOUNTS
Budget management
Data pipelines
Extract
Transform
Datasets
Lookups
Metadata
Reports
Workflows
Administration
User management
Users
Groups
Notifications
Settings
Advanced
Integrate
Digging deeper
Security
Security
Authentication
Password reset
Password policy
Announcements
Troubleshooting
Logs
Terms & Conditions
Privacy Policy
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Groups
Learn how to create groups and associate user permissions
Creating groups
To create a custom group with limited access to the Exivity
Glass
user interface, follow this procedure:
1.
Go to '
User management
' under the administration dropdown located at the top right of the screen and select the '
Groups
' tab
2.
Click "c
reate group
" and provide a meaningful
Name
for this
Group
3.
Select one or multiple permissions from the custom list of '
Role Names
' below
4.
When you're done with your selection, click the '
Save
' button to create your group. Now you can create
Users
and associate them to this group.
User permissions
Two types of permissions can be associated with a group:
View
and
Manage
.
These are the
View
permissions:
View Permissions
Description
Reports
Provides access to all elements of the
Reports
menu
Cogs
Enabling this option provides access to the
Cost of Goods
rates and charges
Budgets
Provides access to the Budget report.
Logs
Provides access to the
Administration
>
Log Viewer.
Audit
Provides access to the
Administration
>
Audit Trial.
​
These are the
Manage
permissions:
Manage Permissions
Description
Reports
Allows the creation and deletion of
Reports
Accounts
Provides access to the
Accounts
menu section and provides the ability to create, edit and delete Metadata.
Services
Enables read and write access to the entire services menu. This includes adding and changing Rates and Adjustments.
Data sources
Allows to create, edit and delete Extractors and Transformers.
Users
Allow group to add, remove or edit users.
Settings
Allows editing of all elements in the Administration > Settings menu.
Workflows
Allows the creating and updating of Workflows.
Files
Allows to upload usage and lookup data through the
Exivity AP
I.
Dsets
Provides access to
Data Pipelines > Datasets.
Metadata definitions
Allows the creating and updating of Metadata definitions.
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Users
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Notifications
Last modified
4mo ago
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Contents
Creating groups
User permissions