To create a custom group with limited access to the Exivity Glass user interface, follow this procedure:
Go to 'User management' under the administration dropdown located at the top right of the screen and select the 'Groups' tab
Click "create group" and 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.
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)
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 with 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 with a single Group, and can have access to all accounts or to a subset of accounts.
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 'User management' under the administration dropdown located at the top right of the screen and select the 'Users' tab
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
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. 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.
When all fields have been filled in, you may create the user by clicking the 'Save' button.
In order to integrate Exivity with a 3rd party Identity Provider such as LDAP or SAML2, please consult the following articles:
