Groups in CloudCheckr FinanceManager

To create a custom group with limited access to the 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 upload of usage and lookup data through the FinanceManager API

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