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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:

Go to 'Administration' > 'Groups', then click 'Add Group'
Provide a meaningful Name for this Group
Select one or multiple permissions from the custom list of 'Role Names' below
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.
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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:

Go to 'Administration' > 'Users', then click 'Add User'
Provide a login name in the 'Username' field, a valid 'E-mail' address, and a 'Password' of at least 8 characters
From the 'Group' dropdown box, select the 'Group' you want to associate to this users
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
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.
When all fields have been filled in, you may create the user by clicking the 'Save' button.

Users Groups

Creating Groups

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

Go to 'Administration' > 'Groups', then click 'Add Group'
Provide a meaningful Name for this Group
Select one or multiple permissions from the custom list of 'Role Names' below
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.

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:

Go to 'Administration' > 'Users', then click 'Add User'
Provide a login name in the 'Username' field, a valid 'E-mail' address, and a 'Password' of at least 8 characters
From the 'Group' dropdown box, select the 'Group' you want to associate to this users
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
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.
When all fields have been filled in, you may create the user by clicking the 'Save' button.