User Review & Updating

It is important to be aware of what users have access to throughout Martus. There are a few ways to help maintain your users list including the Users Report, impersonating a user, and ensuring that all active Martus users should have access. 

User Count

Martus makes it simple to see how many user licenses you are utilizing. From Setup > Users, look at the top right and note the total used out of the total available:

User Count Notes

• Only "Active" users count against your total
• Additional user Profiles do NOT count against your total
• If you are a customer working with one of our Partners, the Partner accounts do NOT count against your total

Users Report

The Users Report makes it simple to see all users, their permissions, and any dimension restrictions assigned.

1. Go to Setup > Users
2. Click on "Users Report"
   
3. View Users Report
   

Impersonate User

Impersonating users allows Administrators to ensure that the user's permissions and dimensions are set up as expected.

1. Go to Setup > Users
2. Click on "Login" next to a user (Note: Only primary profiles are available for login, once logged in under the primary profile you can switch to a secondary profile to review those permissions.)
   
3. To stop impersonating the user, click on the user's name in the top right corner and choose "Log Out"

Inactivate User or Remove User

Inactive users will not be able to log in to Martus; they also do not count toward your total user count.

1. Go to Setup > Users
2. Click on "Edit" next to a user
3. On the "Info" tab unselect the "Is Active" checkbox
4. Click Save

Users Learning Path: Primary & Secondary Profiles