> For the complete documentation index, see [llms.txt](https://olddocs.exivity.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://olddocs.exivity.io/administration/user-management/groups.md).

# Groups

## Creating groups

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

![](/files/-MeUigTwpSw_dXBRpFXU)

1. Go to '*User management*' under the administration dropdown located at the top right of the screen and select the '*Groups*' tab
2. Click "c*reate 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.

## User permissions

Two types of permissions can be associated with a group: *View* and *Manage*.

These are the *View* permissions:

| View Permissions | Description                                                                   |
| ---------------- | ----------------------------------------------------------------------------- |
| **Reports**      | Provides access to all elements of the *Reports* menu                         |
| **Cogs**         | Enabling this option provides access to the *Cost of Goods* rates and charges |
| **Budgets**      | Provides access to the Budget report.                                         |
| **Logs**         | Provides access to the *Administration* > *Log Viewer.*                       |
| **Audit**        | Provides access to the *Administration* > *Audit Trial.*                      |

These are the *Manage* permissions:

| Manage Permissions       | Description                                                                                                         |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------- |
| **Reports**              | Allows the creation and deletion of *Reports*                                                                       |
| **Accounts**             | Provides access to the *Accounts* menu section  and provides the ability to create, edit and delete Metadata.       |
| **Services**             | Enables read and write access to the entire services menu. This includes adding and changing Rates and Adjustments. |
| **Data sources**         | Allows to create, edit and delete Extractors and Transformers.                                                      |
| **Users**                | Allow group to add, remove or edit users.                                                                           |
| **Settings**             | Allows editing of all elements in the Administration > Settings menu.                                               |
| **Workflows**            | Allows the creating and updating of Workflows.                                                                      |
| **Files**                | Allows to upload usage and lookup data through the [Exivity AP](https://api.exivity.com/)I.                         |
| **Dsets**                | Provides access to *Data Pipelines > Datasets.*                                                                     |
| **Metadata definitions** | Allows the creating and updating of Metadata definitions.                                                           |

<br>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://olddocs.exivity.io/administration/user-management/groups.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.