MarkView Advisor - How to manually create the default Advisor Roles
Summary
If any of the default Advisor Roles are missing and need to be recreated, how do I add them back with the correct privileges? 4706
Applies To
- ERP System : Oracle, SAP
- MarkView Version: 6.2 to 9.0
Behavior
- When navigating to Advisor > Configuring > Role Management, one or more default Advisor roles do not appear:
- Advisor Administrator
- Finance Manager
- Reports User
Known Causes
- This behavior can occur if one of the Roles have been manually deleted or were not installed properly.
Resolution
To add these roles manually, please follow the steps below:
- Log into MarkView Home as the 'ADMIN' user.
- Navigate to the following menu:
Advisor > Configuring > Role Management - Click on Create
- Ensure the 'Empty Role' radio button is selected
- Then follow the steps below for each Role required:
Advisor Administrator:
- Name the role: 'Advisor Administrator', Description: 'An Administrator role for Advisor'
- Under Advisor Administrator Authorizations, click Add to add the following privileges (21 total):
- Resource: Role, Resource Filter: <null>, Privilege: Create
- Resource: Role, Resource Filter: <null>, Privilege: Read
- Resource: Role, Resource Filter: <null>, Privilege: Edit
- Resource: Role, Resource Filter: <null>, Privilege: Delete
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AutoActionPage
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: ReportThresholdPage
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: SystemConfigPage
- Resource: MVAC_ADMIN_AUTH, Resource Filter: MVAC_ADMIN_AUTH_SCOPE, Privilege: EditPublicFilter
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APProcessorDisabledDate
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByItem
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByTime
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: BusinessUserDisabledDate
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DiscountsComingDue
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DuplicateInvoice
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: HighDollarInvoicesOutStanding
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceComingDue
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceNotEntered
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceOnHold
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByItem
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByTime
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: SODV
- Click Ok.
Finance Manager:
- Name the role: 'Finance Manager', Description: 'A Financial Manager role for Advisor'
- Under Finance Manager Authorizations, click Add to add the following privileges (19 total):
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AlertConfigPage
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: FilterConfigPage
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCash
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCompliance
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingProductivity
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: MarkviewAdvisor
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APProcessorDisabledDate
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByItem
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByTime
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: BusinessUserDisabledDate
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DiscountsComingDue
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DuplicateInvoice
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: HighDollarInvoicesOutStanding
- VAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceComingDue
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceNotEntered
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceOnHold
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByItem
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByTime
- Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: SODV
- Click Ok.
Reports User:
- Name the role: 'Reports User', Description: 'A user role for Advisor that can only view reports'
- Under Reports User Authorizations, click Add to add the following privileges (6 total):
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AlertConfigPage
- Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: FilterConfigPage
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCash
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCompliance
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingProductivity
- Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: MarkviewAdvisor
- Click Ok.
Once these three Advisor Roles are configured, you may move forward and setup your Advisor users per the 6.4 Advisor Product Documentation.
Keywords: role