The User management page **_located under the administration dropdown at the top right of the screen, allows you to configure _Role Based Access and Account level permissions. Groups are created to define custom restrictive roles, that can be associated to users that must have access to only certain parts of the Glass interface. Users are created to provide login credentials for other users of the Exivity system. A user must be associated to a single Group, and can have access to all accounts or to a subset of accounts.

Creating users

To create a User that will only have access to a certain account or a selection of several accounts, use the following procedure to create a user with special account level permissions:

1. Go to 'User management' under the administration dropdown located at the top right of the screen and select the 'Users' tab

2. Click "create user" and provide a login name in the 'Username' field, a valid 'E-mail' address, and a 'Password' of at least 8 characters

3. From the 'Group' dropdown box, select the 'Group' you want to associate to this users

4. Next, click the 'Account Access' tab, and select the 'Access Type' for this user:

   • Grant access to all accounts - to provide access to any of the available accounts in the system

   • Grant access to only specific accounts - to only provide access to usage and charge data of specific accounts

5. If you've selected Grant access to only specific accounts, then select from the Account Access list, each Account Name where this user should have access for. You may select a top level account, or an account further down in the hierarchy. Account inheritance is applicable, meaning lower level accounts are automatically included when selecting a top level account. If there are multiple reports, select the corresponding report from the drop down list first, before selecting any accounts.

6. When all fields have been filled in, you may create the user by clicking the 'Save' button.

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.