Review & Update Martus Users

It is important to maintain user account integrity and be aware of users' access throughout Martus. There are a few ways to help maintain your users including updating the user information, viewing the Users Report, impersonating a user, and inactivating users that should no longer have access.

Updating Users

• Admins can make updates in Setup > Users.
• Admins can update other Admin users and non-admin users.
• Admins can change non-admins to Admins and change Admins to non-admins.
• If you are working with a partner, Martus Admins can see Partner users but cannot make changes to Partner users.

Best Practices 

• Make sure to inactivate users who should no longer have access to Martus.
• Use the Users Report to review all users and ensure they have the appropriate access to Martus.
• Impersonate a user to ensure they have the appropriate permissions.

Contact Martus Support if you have an email domain change. We can mass change your user emails for you!

Update User Info

To update the user information, go to Setup > Users. 

1. Click Edit next to the user you would like to change.
2. Click Unlock User Record.
3. Update the first, last or email address fields.
4. Click Save.

Any changes you save will be reflected on the Activity Log, including any historical data. For example, if a user's name is changed today, the Activity Log will record the name change. Additionally, all previous activity will now show under the new name.

NOTE: Old/inactive users should not be reused to create a new user, as this may have unintended consequences in Martus.

The 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 Users Report.
   
   
   
   View the user, role and permissions, along with any dimension restrictions for that user.
   
   

Impersonate a User

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

1. Go to Setup > Users.
2. Click Login (on the right) next to a user to log in as them. (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 Logout.
   
   

Inactivate a User

When a user no longer needs access to Martus, make their user record inactive. Inactive users will not be able to log in to Martus, and they do not count toward your total user count.  

Note: Old/inactive users should not be reused to create a new user, as this may have unintended consequences in Martus.

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

User License Counts

Martus makes it simple to see how many user licenses you are utilizing, and the total number of licenses available. From Setup > Users, look for the yellow Active Users box.

• 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.
• If you need more licenses you need to purchase additional ones through Martus or your Martus partner. If you have a Martus partner please email them directly. If you are not working with a partner please email support@martussolutions.com
  
  

User Passwords & Complexity

Martus allows users to set their own passwords, and request a password reset when necessary, provided they are logging into Martus directly.

• When you add users and send invitations to join Martus, the users will be able to set their own passwords at that time. 
• Martus Admins can assign passwords to users if necessary using Generate New Password on the user record. Copy the new password and use a secure method to get the password to the user. Using Generate New Password is not currently logged in the Activity Log in Martus.
• Martus Admins can clear passwords for users if necessary using Clear Password on the user record. Clearing a password for a user is necessary when using SSO in order to force the user to login via SSO. Using Clear Password is not currently logged in the Activity Log in Martus.

All passwords must follow the Martus password requirements: between 8 and 32 characters, including at least one lower case letter, one upper case letter, one special character, one number, and one symbol.  

Note: A special character is a symbol that is not a letter, number, or punctuation mark. For example, this satisfies the password complexity because $ is a special character and & is a symbol:

    3+Y$&q2W7X

If your organization uses SSO to access Martus, users should not have a password set up within Martus. Your SSO process will authenticate users. However, users must still be set up in Martus in order to identify their roles, control their permissions, and limit their dimensional access. 

Users Learning Path: Primary & Secondary Profiles