Users can be imported into Martus via the Users file export. This allows you to create many users quickly using an Excel import. Best practice is to set up a few different users before exporting the template.
Export/Import Step by Step
- From Setup > Users, click Export Users.
- Open the file in Excel, and add user information. You can leave any existing users in the file. Ignore any tabs not specifically mentioned below.
- User tab - Enter basic user information.
- Enter the email, first name, and last name of the user.
- Enter 'True' in the ISActive column.
- Enter the User Role in the Roles column. (Note: Best practice is to copy and paste the Name from the Role List tab.)
- Dimensions permissions tab(s) - Use these tabs (like Location Permissions, Department Permissions, Project Permissions, etc.) to limit users to specific dimensions.
- Enter the user's email from the Users tab
- Enter the External ID for the Code for the desired dimension
- Optionally enter the Name
- Add an additional line for each dimension value to which the user has access
- Enter -1 to grant access to the [Blank] option for dimensions that are not required
- User tab - Enter basic user information.
- Save the Excel file.
- From Setup > Users click Choose File. Browse for the Excel template and click Import Users.
Users Learning Path: Understanding User Roles and Permissions
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