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MarkView Advisor - How to manually create the default Advisor Roles

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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:

  1. Log into MarkView Home as the 'ADMIN' user.
  2. Navigate to the following menu:
    Advisor > Configuring > Role Management
  3. Click on Create
  4. Ensure the 'Empty Role' radio button is selected
  5. Then follow the steps below for each Role required:

Advisor Administrator:

  1. Name the role: 'Advisor Administrator', Description: 'An Administrator role for Advisor'
  2. Under Advisor Administrator Authorizations, click Add to add the following privileges (21 total):
    1. Resource: Role, Resource Filter: <null>, Privilege: Create
    2. Resource: Role, Resource Filter: <null>, Privilege: Read
    3. Resource: Role, Resource Filter: <null>, Privilege: Edit
    4. Resource: Role, Resource Filter: <null>, Privilege: Delete
    5. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AutoActionPage
    6. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: ReportThresholdPage
    7. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: SystemConfigPage
    8. Resource: MVAC_ADMIN_AUTH, Resource Filter: MVAC_ADMIN_AUTH_SCOPE, Privilege: EditPublicFilter
    9. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APProcessorDisabledDate
    10. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByItem
    11. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByTime
    12. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: BusinessUserDisabledDate
    13. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DiscountsComingDue
    14. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DuplicateInvoice
    15. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: HighDollarInvoicesOutStanding
    16. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceComingDue
    17. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceNotEntered
    18. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceOnHold
    19. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByItem
    20. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByTime
    21. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: SODV
  3. Click Ok.

Finance Manager:

  1. Name the role: 'Finance Manager', Description: 'A Financial Manager role for Advisor'
  2. Under Finance Manager Authorizations, click Add to add the following privileges (19 total):
    1. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AlertConfigPage
    2. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: FilterConfigPage
    3. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCash
    4. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCompliance
    5. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingProductivity
    6. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: MarkviewAdvisor
    7. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APProcessorDisabledDate
    8. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByItem
    9. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: APWorkingFolderByTime
    10. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: BusinessUserDisabledDate
    11. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DiscountsComingDue
    12. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: DuplicateInvoice
    13. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: HighDollarInvoicesOutStanding
    14. VAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceComingDue
    15. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceNotEntered
    16. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: InvoiceOnHold
    17. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByItem
    18. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: NonAPWorkingFolderByTime
    19. Resource: MVAC_ALERT_TYPE, Resource Filter: MVAC_ALERT_TYPE_SCOPE, Privilege: SODV
  3. Click Ok.

Reports User:

  1. Name the role: 'Reports User', Description: 'A user role for Advisor that can only view reports'
  2. Under Reports User Authorizations, click Add to add the following privileges (6 total):
    1. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege: AlertConfigPage
    2. Resource: MVAC_CONFIG_PAGE, Resource Filter: MVAC_PAGE_ID_SCOPE, Privilege:  FilterConfigPage
    3. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCash
    4. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingCompliance
    5. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: ManagingProductivity
    6. Resource: MVAC_DASHBOARD, Resource Filter: MVAC_DASHBOARD_ID_SCOPE, Privilege: MarkviewAdvisor
  3. 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