Martus Admins have access to everything in Martus. But non-admin users in Martus have certain types of permissions granted via 3 areas. These areas work together, defining what a non-admin user has access to. Additionally, the Martus subscription impacts user access.
- Permissions - A user can have functional permissions - mostly related to the menu items in Martus - set on the User record or by the User Role associated with that user.
- Dimensions - A user can have dimension restrictions, which define what dimensions a user can see, also set on the User record. Dimension restrictions are not in scope for this article, but more information can be found here.
- Accounts - Account restrictions are set in Setup > Accounts, and can be overridden on either the User record or by the User Role associated with the user.
A User Role is applied to a User, setting the initial permissions. Where permitted, when Manage at User Level is set on the User Role, those permissions can be granted to a specific User. To manage User Roles, view this article.
Navigate to Setup > Users > Edit User > Permissions to see a user's overall permissions within Martus.
Listing of All User Permission Options
Below is a list of all of the permission options available, by subscription, and how they behave when granted.
| Admin (All Rights Below) - Gives access to all of Martus |
- Admin overrides any dimension restrictions.
- Admin grants access to all folders, including Personnel Budgeting.
- Admin is the only way to grant access to the Pages in the Setup folder.
- An Admin may work with Martus support to create an added layer of security for Personnel Budgeting that requires Admins to enter a password for access. Admins without the password are denied access.
- When an Admin user is elevated to Admin or Admin access is removed, a notification will be sent to all Admins alerting them to this change.
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Dashboard - The top level must be selected to enable access to lower-level options |
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- Financials - Access to Dashboard > Financials - Reports will be filtered by dimension restrictions
- ReportBuilder** - Access to Dashboard > ReportBuilder - Users will only see reports shared with or created by the user. Reports will be filtered by any dimension restrictions set for the user
- Updater - Access to Dashboard > Updater - User will be able to run the account, dimension, or actual syncs on demand
- Fund Balances - Access to the Fund Balances report (must be turned on by Support)
- Balance Sheet and Cash Flow Statement - Access to the Balance Sheet (Plus and Premium subscription) and Cash Flow Statement reports (Premium subscription only)
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| Planner - The top level must be selected to enable access to lower-level options |
- Summary - Access to Planner > Summary - Reports will be filtered by dimension restrictions on a user
- Worksheets - Access to Planner > Summary AND Planner > Special Purpose Worksheets - User will only see Worksheets and Worksheet Specials Purpose worksheets associated with the dimensions they are restricted to
- Global SPWs - Access to any Global SPW that is only posting to dimensions that the user has access to
- BCR Setup* - Access to Planner > BCR Setup - Allows the user to manage the BCR Setup including setting the default year and adding approvers
- Forecasts** - Access to Planner > Forecasts - User will only see Forecasts they have created and the dimensions available will be filtered to their dimension restrictions
- Upload Budget - Access to Planner > Intacct - Allows a user to upload a budget to Intacct with only the dimensions they are restricted to
- Planner Setup - Access to Planner > Planner Setup > Worksheet Management tab only - Allows a user to add a worksheet utilizing the dimensions that they are restricted to
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Personnel Budgeting - Advanced Subscription |
- Granting access to Personnel will grant the user access to all of Personnel Budgeting. Any dimension restrictions applied to that user are ignored within the Scenario.
NOTE: Only Admin Users can post the Personnel Summary to the Planner Budget
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Personnel Budgeting - Plus & Premium Subscription |
- View Personnel Costs - Access to Personnel > Scenarios - Read-only access to the Scenarios, Summary, Positions & Pay, FTE Analysis, and Allocation Analysis tabs. Users will see any Position associated with the dimensions they are restricted to, but will only see the default year and Scenario.
- Update Personnel Costs - Access to Personnel > Scenarios - Edit access to all tabs including Positions and Detail. Users will see any Position associated with the dimensions they are restricted to, and will only see the default year and Scenario.
- Can Access Non-Default Years and Scenarios - Use in conjunction with one of the above (view or update personnel costs) to allow the user to see non-default years and scenarios.
- Config Personnel Budgeting - Allows the user to see all pages within Personnel AND non-default year and scenarios. User will still be restricted according to their dimensions on the Scenarios page. This option also grants access to the Allocations page without dimension restrictions. This option can be given without access to Update Personnel Costs.
- Make Personnel Requests** - Access to Personnel > Personnel Requests - Allows the user to request positions within their dimension restrictions
NOTE: Only Admin Users can post the Personnel Summary to the Planner Budget |
Additional Options |
- View Restricted Accounts - Allows the user to view Accounts (Setup > Accounts) that are set to Restricted in Reports and VIEW them in Planner > Worksheets.
- Edit Restricted Accounts - MUST also have "View Restricted Accounts" selected. Allows the user to view Accounts (Setup > Accounts) that are set to Restricted in Reports and EDIT them (i.e. budget for them) in Planner > Worksheets.
- View Drilldown Limited Accounts - Allows the user to view transactions for Accounts (Setup > Accounts) that are set to Drilldown Limited.
- View Transaction Attachments*** - Allows a user to view attachments on any account that they can drill into.
- View Excluded Data - Allows the user to view Accounts (Setup > Accounts) that are set to Excluded in Reports when they click on the "View Excluded" checkbox.
- Can Unlock Worksheets - Allows a user to unlock any worksheet that they have access to according to their dimension restrictions.
- Can View Non-Default Budgets - Allows a user to view any Dashboard or Planner budgets that are not the default, and that are checked "Set Viewable" in Planner > Planner Setup.
- Can Summarize Flat to Budget*** - Allows a user to summarize selected budget lines in a budget worksheet and apply Flat to Budget to the original budget line.
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*Feature available at an additional cost for those at the Standard+, Plus, and Premium levels
**Feature available at the Standard+, Plus, and Premium levels
***Sage Intacct, MS Dynamics Business Central, and Sylogist integration features
Users Learning Path: Review & Update Martus Users