MarkView Advisor - How can I separate the Advisor Admin role from MarkView Admin role?
Summary
4550
Applies To
- ERP System: Oracle, SAP
- MarkView Version: 9.0 and Below
Behavior
- The following instructions will create a new MarkView Group that will allow a user to configure Advisor, but not take actions or perform other MarkView related administration. Additionally, the Advisor Administrator will not be allowed to configure Roles in Advisor.
Known Causes
- Log in as a MarkView Administrator.
- Select the menu item:
Administration ¦ MarkView Admin
. - Select the User Groups tab.
- Click the Add button.
- In the Group Name field, enter
ADVISOR ADMINISTRATOR
. - Click the Save button.
- A message should appear indicating, "The row was successfully added."
- Select the menu item:
Administration ¦ Module Admin
. - Select the Menu Item Group Auth tab.
- Click the Insert button at the bottom of the page.
- Select the Main Menu:Advisor item from the Default Item Label dropdown list.
- Select the ADVISOR ADMINISTRATOR item from the Group Name dropdown list.
- Click the Insert button.
- Repeat steps 11 - 13 for each of the following Default Item Label items:
Advisor:Overview
Advisor:Configuring
Configuring:Advisor
Configuring:Alerts
Configuring:Automatic Actions
Configuring:Filters
Configuring:Thresholds
- Select the menu item:
Administration" ¦ "MarkView Admin
. - Select the User Profiles tab.
- Select the user you wish to add to the ADVISOR ADMINISTRATOR group by clicking the Details button next the user information displayed in the User Profiles list.
- Select the User Group Assignments tab for the selected user.
- Click the Add button.
- Click the Select User Group button.
- Click on the icon next to the ADVISOR ADMINISTRATOR group in the List of Values.
- Click the Save button.
- Select the menu item:
Advisor ¦ Configuring ¦ Role Management
. - Click on the row containing the Advisor Administrator Role Name.
- Click the Edit... button.
- Click the Membership tab.
- Click the Non-members button.
- Click the row containing the user identified in step 17, above.
- Click the Add button.
- Click the OK button.
- Repeat step 15 - 30 for each user you wish to add to the ADVISOR ADMINISTRATOR group.
Keywords: Admin role