MarkView Administration > MarkView Administration menu > Module Admin > Configure MarkView menus > Assign menu items to user groups

Assign menu items to user groups

Before a new menu or submenu item becomes activated, the item must be assigned to a user group. User groups have different sets of menus based on the tasks the user group performs. For example, Administrative groups access a different set of menus than Invoice Approver groups.

Note Assign menu items to user groups, not to individual users.

The Module Administrator user group can view a full set of menus. Other user groups can view only the Change Password menu (other user groups may need access to additional menus). Enable the appropriate set of menus for each user groups.

  1. From MarkView home, select Administration > Module Admin.
  2. Click Menu Item Group Auth.
  3. Click Insert.
  4. At the bottom of the page, locate the Default Item Label list and select the Item Label for the menu item to assign.
  5. From the Group Name list, select the Group for which to authorize the menu item.

    For example, the following shows how to enable everyone in the MarkView Web Administrator user group to see the Utilities > Process Monitor menu:

  6. Click Insert again.
  7. If you assign a submenu item to a user group, also assign the parent menu item to the user group. Otherwise, the user group cannot view the menu item.

    For example, you need to give a user group access to the interactive query that lets members see working folder details.

    The MarkView System Administrator can allow access to each inquiry based on user permissions. For example, the company controller can access the Unprocessed Invoice Liability query, which provides the total value of invoices the AP department is processing. However, the controller does not need access to User Working Folder Detail, a query that provides detail of individual employee Working Folders.

    To allow access, you need to run the process 4 times to award the user group access to each of the following menu items:

    • Utilities

    • Interactive Queries

    • Operational Performance

    • User Working Folder Details