MarkView Administration > MarkView Administration menu > MarkView 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 user profile

Only the User ID and Password are required fields when setting up a user profiles; all other fields are optional.

  1. Select the User Profiles tab and click Add.
  2. Enter a User ID.
  3. Enter the user's First Name and Last Name.
  4. Enter a Password for the user.
  5. Enter an Enable Date to enable the user profile on a particular day and a Disable Date to assign a day on which the user will no longer be valid.
  6. Assign queues for work item processing as needed:

    • Click Select Print Queue and select a queue from the LOV.

    • Click Select Export Queue and select a queue from the LOV.

  7. Click Save.

Modify a user profile

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

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

    • To remove the profile, click Delete.

Change a user password

Use this feature to reset the password for a user who has forgotten the password they set up.

  1. Select the User Profiles tab and click Details next to the profile to change.
  2. Select the Change Password tab.
  3. Enter a New Password.
  4. In the Confirm New Password field, re-enter the password.
  5. Click Save.

Add the user to a user group

  1. Select the User Profiles tab and click Details next to the user profile to add to a group.
  2. Select the User Group Assignment tab and click Add.
  3. Click Select User Group and select a group from the LOV.
  4. Click Save.

Modify a user group assignment

  1. Select the User Group Assignment tab.
  2. Click Details next to the assignment to change and do one of the following:

    • To change the assignment, click Select User Group, select a different group from the LOV, and click Save.

    • To remove the assignment, 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. In 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 in the drop-down list, and click Save.

    • To remove the preference, click Delete.