Add Users Via Import

Modified on Thu, Oct 3 at 2:01 PM

Users can be imported into Martus via the Users file export. This allows you to create many users quickly using an Excel import. Best practice is to set up a few different users before exporting the template.


Export/Import Step by Step

  1. From Setup > Users, click Export Users.


  2. Open the file in Excel, and add user information. You can leave any existing users in the file. Ignore any tabs not specifically mentioned below.
    • User tab - Enter basic user information.
      • Enter the email, first name, and last name of the user.
      • Enter 'True' in the ISActive column.
      • Enter the User Role in the Roles column. (Note: Best practice is to copy and paste the Name from the Role List tab.)
    • Dimensions permissions tab(s) - Use these tabs (like Location Permissions, Department Permissions, Project Permissions, etc.) to limit users to specific dimensions.
      • Enter the user's email from the Users tab
      • Enter the External ID for the Code for the desired dimension
      • Optionally enter the Name
      • Add an additional line for each dimension value to which the user has access
      • Enter -1 to grant access to the [Blank] option for dimensions that are not required


  3. Save the Excel file.
  4. From Setup > Users click Choose File. Browse for the Excel template and click Import Users.


Users Learning Path: Understanding User Roles and Permissions


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