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 > User management > Users
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 list, select the Group you want to associate to this user
Next, in the Account Visibility tab, select the Visibility Type for this user:
Show all accounts - to provide access to any of the available accounts in the system
Show only specific accounts - to only provide access to usage and charge data of specific accounts
If you've selected Show only specific accounts, then select from the Visible accounts dropdown 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, create the user by clicking the Save button.
Learn how to create groups and associate user permissions
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.
Two types of permissions can be associated with a group: View and Manage.
These are the View permissions:
These are the Manage permissions:
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 I.
Dsets
Provides access to Data Pipelines > Datasets.
Metadata definitions
Allows the creating and updating of Metadata definitions.
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.
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.
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.
