MarkView Administration > MarkView Administration menu > Process Admin > User Profiles

User Profiles

Each MarkView user needs a user profile. Although the terms user and user profile are often used interchangeably, the user refers to the person using MarkView, and user profile refers to the record for that user within MarkView.

Note User profiles often (but not always) have a one-to-one correspondence with people who use MarkView.

MarkView provides the Automatic User Setup and Synchronization (AUSS) feature that creates MarkView user profiles from the ERP user records and maps the defined responsibilities to MarkView user groups and roles. Automatic synchronization regularly propagates user and responsibility updates made in the ERP across the MarkView user base.

AUSS performs setup and synchronization in one direction only: from the ERP to MarkView. Therefore, maintain users in the ERP system rather than through MarkView Administration. Changes or additions that you make manually through MarkView Administration can be lost the next time AUSS synchronizes information with MarkView.

Add a new role

  1. Select the User Profiles tab and click Details next to the user profile to add to a role.
  2. Select the User Role Grants tab and click Add.
  3. Click Select Role and locate the role to add.
  4. Click the angled arrow next to the role name.
  5. Enter an Effective As Of Timestamp and an Effective Until Timestamp to indicate the dates when the grant is effective.
  6. From the Enabled list, select the grant status.
  7. From the User Controllable list, select whether the user can change the role.
  8. Click Save.

Modify a user role grant

  1. Select the User Role Grants tab.
  2. Click Details next to the grant to change and do one of the following:

    • To change the granted role, modify the fields as needed, and click Save.

    • To remove the granted role, click Delete.

Add a user preference

  1. Select the User Profiles tab and click Details next to the user profile to add to a preference.
  2. Select the User Preferences tab and click Add.
  3. Click Select Preference and select a preference from the LOV.
  4. From the drop-down list, select a Preference Value.
  5. Click Save.

Modify a user preference

  1. Select the User Preferences tab.
  2. Click Details next to the preference to change and do one of the following:

    • To change the preference value, select a new Preference Value from the drop-down list, and click Save.

    • To remove the preference, click Delete.