Adding Users Overview (Video)

Managing users is key to controlling user access to the data within Martus.  

User management is the responsibility of the Martus customer. After initial users for a new customer are added during implementation, Martus Solutions does not add, inactivate, or update users or user permissions at any time. 

Managing users is one of the primary duties of Martus Admins. It is important to understand how your chart of accounts can be restricted, as well as how to assign roles and dimension permissions for users.

Click on a timestamp to jump to the section you are interested in:

0:35 - Add User & Roles

0:53 - Add Dimensions

3:46 - Verify Users

Add a User

Users in Martus are unique, and access is defined using functional permissions and dimension restrictions. 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 Add User.
   • Enter the Email, First Name and Last Name
3. Click Save. Martus will automatically take you to the Permissions tab.
   
   

Set User Permissions

Permissions define the functional areas within Martus that a user has access to, along with access to controlled accounts.

1. Select a Role for the user, and make any additional adjustments to the permissions for that user as the role allows. 
2. Click Save.
   
   
   
   

Set User Dimension Restrictions

Dimension restrictions define what a user can access in terms of data in Martus.

1. Navigate to the Dimensions tab.
2. Select a dimension from the Dimension dropdown and click Load.
3. Select the appropriate dimensions in the list.
4. Click Save.
5. Repeat as needed for all dimensions.

Notes on Assigning Dimensions Restrictions

• Assigning any dimension code will restrict the user to ONLY the dimension codes selected.
• If no dimension codes are selected, the user will have access to ALL of the codes in that dimension.
• If a dimension is not required in your accounting system, give the user access to [Blank] to be able to access all data. For example, if a user is to be limited to certain Projects but is also allowed to see financial data without a Project code, then you should select [Blank] for that user.
• Use the filter to find all dimensions associated with a search term.
• Select "All Children" or "No Children" to easily select all of the sub-dimensions (Note: This WILL NOT include future children that are added to the system after assigning dimensions.)

Inviting Users

Unless you are using SSO (Single Sign On), you will need to invite your users to join Martus after you have set up their permissions and dimension restrictions. 

Option 1 - Per User 

1. Go to Setup > Users.
2. Click Edit.
3. Click Send invitation to join Martus.
   
   

Option 2 - All Users

1. Go to Setup > Users.
2. Note all users with no Last Login date, as these users will be included.
3. Scroll to the bottom of the list.
4. Click Send invitation to all on this list without a password.
   
   

Martus provides standard text for the invitation email. You can customize the text of the invitation email if you wish; click here for more information.

For more information

• Managing User Roles
• Bite-Sized Learning - Keeping Martus Secure

Users Learning Path: Managing User Roles