Creating groups

To create a custom group with limited access to the Exivity Glass user interface, follow this procedure:
  1. 1.
    Go to 'User management' under the administration dropdown located at the top right of the screen and select the 'Groups' tab
  2. 2.
    Click "create group" and provide a meaningful Name for this Group
  3. 3.
    Select one or multiple permissions from the custom list of 'Role Names' below
  4. 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
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
Last modified 6mo ago
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