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How to create 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 PermissionsDescription
ReportsProvides access to all elements of the Reports menu
CogsEnabling this option provides access to the Cost of Goods rates and charges
BudgetsProvides access to the Budget report.
LogsProvides access to the Administration > Log Viewer.
AuditProvides access to the Administration > Audit Trial.

These are the Manage permissions:

Manage PermissionsDescription
ReportsAllows the creation and deletion of Reports
AccountsProvides access to the Accounts menu section and provides the ability to create, edit and delete Metadata.
ServicesEnables read and write access to the entire services menu. This includes adding and changing Rates and Adjustments.
Data sourcesAllows to create, edit and delete Extractors and Transformers.
UsersAllow group to add, remove or edit users.
SettingsAllows editing of all elements in the Administration > Settings menu.
WorkflowsAllows the creating and updating of Workflows.
FilesAllows to upload usage and lookup data through the Exivity API.
DsetsProvides access to Data Pipelines > Datasets.
Metadata definitionsAllows the creating and updating of Metadata definitions.