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.
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.
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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 API.
Dsets
Provides access to Data Pipelines > Datasets.
Metadata definitions
Allows the creating and updating of Metadata definitions.

Users

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Last modified 4mo ago

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Contents

Creating groups

User permissions