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.
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:
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.
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