MarkView Advisor - How can I separate the Advisor Admin role from MarkView Admin role?

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

1. Log in as a MarkView Administrator.
2. Select the menu item: Administration ¦ MarkView Admin.
3. Select the User Groups tab.
4. Click the Add button.
5. In the Group Name field, enter ADVISOR ADMINISTRATOR.
6. Click the Save button.
7. A message should appear indicating, "The row was successfully added."
8. Select the menu item: Administration ¦ Module Admin.
9. Select the Menu Item Group Auth tab.
10. Click the Insert button at the bottom of the page.
11. Select the Main Menu:Advisor item from the Default Item Label dropdown list.
12. Select the ADVISOR ADMINISTRATOR item from the Group Name dropdown list.
13. Click the Insert button.
14. 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
15. Select the menu item: Administration" ¦ "MarkView Admin.
16. Select the User Profiles tab.
17. 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.
18. Select the User Group Assignments tab for the selected user.
19. Click the Add button.
20. Click the Select User Group button.
21. Click on the icon next to the ADVISOR ADMINISTRATOR group in the List of Values.
22. Click the Save button.
23. Select the menu item: Advisor ¦ Configuring ¦ Role Management.
24. Click on the row containing the Advisor Administrator Role Name.
25. Click the Edit... button.
26. Click the Membership tab.
27. Click the Non-members button.
28. Click the row containing the user identified in step 17, above.
29. Click the Add button.
30. Click the OK button.
31. Repeat step 15 - 30 for each user you wish to add to the ADVISOR ADMINISTRATOR group.