Add Users Via Import

Users can be added from the Martus via the User Template. This allows you to create many users quickly utilizing a MS Excel import.

Step by Step

1. From Setup > User List, click the Export button.
2. Add user information to the downloaded Users Workbook:
   1. User Tab - Basic User information
      1. Enter the email, first name, and last name of the user (you can leave any existing users in the file)
      2. Enter "True" in the "ISActive" column
      3. Enter the "User Role." (Note: Best practice is to copy and paste the role name from the Roles List.)
   2. Permissions Tab - Ignore
   3. Dimension tabs - Use these tabs to limit users to specific dimensions 
      1. Enter the User's email from the "Users" tab
      2. Enter the External ID for the "Code" 
      3. Optionally enter the "Name"
      4. Add an additional line for each dimension value to which the user has access
      5. Enter -1 to grant access to the "Blank" option for Dimensions that are not required
         
      6. Save the document
3. From Setup > Users click on "Choose file". Browse for the template file and click Import.

Users Learning Path: Understanding User Roles and Permissions