Groups

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 "create 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.

Role Name

Description

View Reports

Provides access to all elements of the Reports menu

View Cogs

Enabling this option, provides access to the Cost of Goods rates and charges

View Logs

Provides access to the Administration > Log Viewer

View Audit

Provides access to the Administration > Audit Trial

Manage reports

Allows the creation and deletion of Reports

Manage accounts

Provides access to the Accounts menu section and provides the ability to create, edit and delete Metadata.

Manage services

Enables read and write access to the entire services menu. This includes adding and changing of Rates and Adjustments

Manage data sources

Allows to create, edit and delete Extractors and Transformers

Manage users

Allows to create, edit and delete all internal users and Groups

Manage settings

Allows editing of all elements in the Administration > Settings menu

Manage files

Allows to upload usage and lookup data through the Exivity API (see api.exivity.com)