User Groups
MarkView uses user groups to bundle related sets of privileges. User groups usually correspond to the responsibilities of a job function within an organization, for example, Accounts Payable Manager, Accounts Payable Clerk, Human Resources Manager, Purchaser and so forth.
A user can belong to many user groups, and each user group can be made up of many users (also known as members of the group). The members of a user group inherit the privileges granted to that group.
User groups typically bundle MarkView privileges to:
- View, print, and modify a view type on a given document type
- Perform a particular operation on a given document type
- Use a specific toolset on a given document type
Add a user group
- Select the User Groups tab.
- Click Add.
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Enter the name of the new user group and click
Save.
You can now add users and assign permissions to the group.
Modify a user group
MarkView generates the ID, which you cannot change.
You cannot delete a user group that has the following:
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User Group Members
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Document Privileges Authorizations
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User Group Organization Authorization
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Tool Privileges Authorization
To modify a user group:
- Select the User Groups tab and click Details next to the user group to change.
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Continue as follows:
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To change the name, modify the field as needed, and click Save.
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To remove the user group, click Delete.
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Add users to user groups
- Locate the MarkView User Group and click the Details button next to the name.
- Select the User Group Members tab.
- Click Add.
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Do one of the following to add a user:
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Enter the User ID.
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Click Select User Profile to browse through a list of users.
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Next to the user name to add, click the angle arrow.
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Click
Save.
The user is added to the group.
- For each MarkView user to add, repeat steps 4 to 6.
Modify users in a user group
- Select the User Group Members tab and click Details next to the user ID to change.
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Continue as follows:
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To change group members, modify the fields as needed, and click Save.
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To remove a group member, click Delete.
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Assign permissions to user groups
- Select the User Groups tab.
- Click Details next to the group to update.
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Click the tab for the authorization to change:
- Document Privilege Auths: For the selected document type, specify the action that members can take, for example, allow group members to enter self-service invoices.
- Document Toolset Auths: For the selected document type, specify the toolset available to group members, for example, allow group members to take an Increase Priority action on a document.
- User Group Org Auths: Specify the MarkView organizations for which members can view documents.
- Tool Privilege Auths: For the selected document type, specify additional tools available to group members.
- Edit the permissions and click Save.
Modify permissions
- Select the Auths tab for which to change authorization and click Details next to the item to change.
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Continue as follows:
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To change the authorization, modify the fields as needed, and click Save.
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To remove the authorization, click Delete.
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Authorize the user groups access by organizations
To give all MarkView users access to an organization, add organization authorization to the All Users group. For example, if you work for a small company with only one MarkView organization, you may need to give all MarkView users access to that organization.
- From MarkView home, select .
- Search for the group called All Users and click Details next to the group name.
- Select the User Group Org Auths tab.
- Click Add.
- Enter the Org Short name to which all users should have access.
- Click Save.
Remove user group organization authorization
- Select the User Group Org Auths tab and click Details next to the user group to change.
- Click Delete.
Add a group preference
- Select the User Groups tab and click Details next to the user group for which to add a preference.
- Select the Group Preferences tab and click Add.
- Click Select Preference and select a preference from the LOV.
- From the list, select the Preference Value to use.
- Click Save.
Modify a group preference
- Select the Group Preferences tab and click Details next to the preference to change.
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Continue as follows:
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To change the preference, modify the value as needed, and click Save.
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To remove the preference, click Delete.
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