User Profiles

Martus offers the flexibility of creating multiple profiles for a user that allows you to assign more than one set of roles and permissions to a user. Secondary profiles allow a single user to use Martus with different user permissions and dimension restrictions. 

Reasons to create multiple profiles for one user include

• The HR Director will need access to all of the Personnel but should only be able to access the Planner Worksheets for her department
• The Department Director will need to view Financials across multiple locations but should only be able to edit worksheets in one
• The Martus Admin will need to review a consolidated report with only three out of their five departments shown

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
   
   

Important 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