Users Groups

The Groups and Users menu's, allow 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 can be associated to a single Group, and can have access to all accounts or to a subset of accounts.

Creating Groups

To create a custom group with limited access to the Exivity Glass user interface, follow this procedure:

Creating Groups

1. Go to 'Administration' > 'Groups', then click 'Add Group'

2. 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.

   5.

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 Report Definitions
Manage accounts	Provides access to the Accounts menu section
Manage catalogue	Enables read and write access to the entire Catalogue 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 configuration	Allows editing of all elements in the Administration > Configuration menu
Manage system	Provides access to the Administration > System Info menu. This includes updating of the installed license file.
Upload files	Allows to upload usage and lookup data through the Exivity API (see api.exivity.com)

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:

Creating Users

1. Go to 'Administration' > 'Users', then click 'Add User'

2. 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 Report Definitions, select the corresponding Definition 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.