Adminstrator's Toolkit - April 2023

Modified on Fri, Oct 27, 2023 at 1:00 PM

This webinar covers a broad range of topics related to Admin responsibilities and activities within Martus. 

Admins control all user setup!
- Fundamentally, this is about security and limiting or permitting user access to financial data. 

Admins are the Martus gatekeeper 
- Primary contact to Martus Support
- Responsible for disseminating training & keeping current on Martus updates

Admins are the experts on how Martus reflects the organization's accounting system.

Admins  control setup of other features that have a significant impact on financial reporting 
- Last Closed Month
- Default budget settings
- Creating Shared reports


And of course Admins control the budgeting process:
- Budget worksheet structure
- Budget workflow
- Locking budgets


Click the "Chapters" button below to jump to a topic you are interested in.


Click here to download the presentation

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