Add Users Via Import

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