Groups

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.

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 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 api.exivity.com)