MarkView Administration > MarkView Administration menu > MarkView Admin > User Groups

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

  1. Select the User Groups tab.
  2. Click Add.
  3. 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:

  • User Group Members

  • Document Privileges Authorizations

  • User Group Organization Authorization

  • Tool Privileges Authorization

To modify a user group:

  1. Select the User Groups tab and click Details next to the user group to change.
  2. Continue as follows:

    • To change the name, modify the field as needed, and click Save.

    • To remove the user group, click Delete.

Add users to user groups

  1. Log in to MarkView and navigate to Administration > MarkView Admin.
  2. Locate the MarkView User Group and click the Details button next to the name.
  3. Select the User Group Members tab.
  4. Click Add.
  5. Do one of the following to add a user:

    • Enter the User ID.

    • Click Select User Profile to browse through a list of users.

    • Next to the user name to add, click the angle arrow.

  6. Click Save.

    The user is added to the group.

  7. For each MarkView user to add, repeat steps 4 to 6.

Modify users in a user group

  1. Select the User Group Members tab and click Details next to the user ID to change.
  2. Continue as follows:

    • To change group members, modify the fields as needed, and click Save.

    • To remove a group member, click Delete.

Assign permissions to user groups

  1. Select the User Groups tab.
  2. Click Details next to the group to update.
  3. Click the tab for the authorization to change:
    1. 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.
    2. 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.
    3. User Group Org Auths: Specify the MarkView organizations for which members can view documents.
    4. Tool Privilege Auths: For the selected document type, specify additional tools available to group members.
  4. Edit the permissions and click Save.

Modify permissions

  1. Select the Auths tab for which to change authorization and click Details next to the item to change.
  2. Continue as follows:

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

    • To remove the authorization, click Delete.

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.

  1. Log in to MarkView and navigate to Administration > MarkView Admin.
  2. Select the User Groups tab.
  3. Search for the group called All Users and click Details next to the group name.
  4. Select the User Group Org Auths tab.
  5. Click Add.
  6. Enter the Org Short name to which all users should have access.
  7. Click Save.

Remove user group organization authorization

  1. Select the User Group Org Auths tab and click Details next to the user group to change.
  2. Click Delete.

Add a group preference

  1. Select the User Groups tab and click Details next to the user group for which to add a preference.
  2. Select the Group Preferences tab and click Add.
  3. Click Select Preference and select a preference from the LOV.
  4. In the list, select the Preference Value to use.
  5. Click Save.

Modify a group preference

  1. Select the Group Preferences tab and click Details next to the preference to change.
  2. Continue as follows:

    • To change the preference, modify the value as needed, and click Save.

    • To remove the preference, click Delete.