User Profiles

Martus offers the flexibility of creating multiple profiles for a user. Profiles allow you to assign more than one set of roles and permissions to a user. Secondary profiles allow a single user to access Martus with different set of user permissions and dimension restrictions. A user can have as many profiles as needed. Martus does not require additional user licenses per profile.

Why use multiple user profiles?

Profiles have different permissions and dimension restrictions. Examples include:

• The HR director needs access to all of Personnel in one profile, but should only be able to access the budget worksheets for her department in her other profile.
• A department director will need to view financials across multiple locations in one profile, but should only be able to edit worksheets for his department in another
• A department manager needs to review a consolidated report with only three out of his/her five departments.

Creating a Secondary Profile

1. Go to Setup > Users.
2. Click Edit next to the user that requires a secondary profile.
3. Go to the Profiles tab.
4. Enter a name for the New Secondary Profile and click Create Profile.
   
   
   
5. Click on the new profile just created shown in blue.
   
   
   
6. Assign Roles and Permissions as desired. 
7. Assign Dimension restrictions as desired.

Switching Between Profiles

1. Log in to Martus.
2. Click on the user name in the top right corner of Martus.
   
   
   
3. Click on the appropriate profile.
   
   

Notes about Profiles

• Any active user in Martus can have secondary profiles.
• A user in Martus can have more than one secondary profile.
• Only the primary profile counts as a user license and is denoted with an asterisk on the users list.
• If a secondary profile is no longer needed, it should be inactivated.
• There is no limit on the number of profiles that a single user may have.

Users Learning Path: Multi-Factor Authentication