Add Users

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

User management is the responsibility of the Martus customer.  Once having added the initial users for a new customer, Martus Solutions does not add, remove, or update 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

1. Go to Setup > Users
2. Click "Add User"
   • Enter the email, First Name and Last Name
   • Leave the Is Active box checked    
     
     
     
     
3. Click "Save" - (Note: Martus will now take you to the "Permissions" tab)
4. Select a Role and click "Save"
5. You can then adjust the permissions for just that user as the Role allows.
   
   
   
   
6. Navigate to the "Dimensions" Tab

1. Select the appropriate Dimension and click "Load"
2. Select the appropriate Dimensions in the list
   • Be aware that if your setup has a [Blank] option like in the example checking that means you are allowing your user access to an area that may be 'blank' for that dimension
   • For example - if your organization uses 'project' but not every dimension has a project attached to it - by selecting [blank] you are allowing your user to access their dimensional areas where no project is specified
3. Click "Save"
4. Repeat as needed for other dimensions

Inviting Users

Unless you are using SSO 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. Start on Setup > Users
2. Click on "Edit"
3. Click on "Send Invitation to Join Martus"

Option 2 - All Users

1. Start on Setup > Users
2. Note all Users with no "Last Login Date"
3. Scroll to the bottom of the list
4. Click on "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.

Notes on assigning dimensions

• Assigning a dimension will restrict the user to ONLY the dimensions selected
• If no dimension items are selected the user will have access to ALL of the items within that dimension
• If a dimension code is not required in your accounting system, give the user access to “[Blank]” to be able to view 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]”. 
• 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.)
  
  

For more information

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

Users Learning Path: Managing User Roles