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MarkView Advisor - Create a Read-Only Advisor Group

Summary

4553

Applies To

  • ERP System: Oracle, SAP
  • MarkView Version: 9.0 and Below

Behavior

  • In some situations customers may wish to create a read-only Advisor Group that will allow a user to view Advisor information, but not take actions or perform administrative functions.

Resolution

  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 USER.
  6. Click the Save button.
  7. A message should appear indicating that "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 USER 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
    • Advisor:Alerts
    • Advisor:Managing Cash
    • Advisor:Managing Compliance
    • Advisor:Managing Productivity
    • Configuring:Alerts
    • Configuring:Filters
  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 USER group by clicking the Details button next to 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 USER 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 Finance Manager 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 USER group.

Keywords: ReadOnly