Managing User Roles (Video)

User Roles make assigning and updating the same set of permissions to multiple users easy. Roles also control which Dashboard a user will see on their Dashboard report. Martus includes typical roles at the time of implementation, which can be customized by the client as needed.

User roles allow for three options:

• Allow - All users with this role will have this permission. 
• Deny - No users with this role can have this permission.
• Manage at the User Level - Users with this role may be granted this permission on their user record.

You must select the parent permission in order to assign any of the child permissions.

Create a User Role

1. Go to Setup > User Roles.
2. Click Add Role.
3. Enter a Name for the role.
4. Assign an existing Dashboard.
5. Grant rights as desired. See this article for more information on how user roles impact users and permission definitions.
   NOTE: Best practice is to explicitly disallow the Admin permission except on the Admin role.
6. Click Save.

Update User Roles

1. Go to Setup > User Roles.
2. Click Edit.
3. Adjust as desired. See this article for more information on how user roles impact users and permission definitions.
4. Click Save. NOTE: All users with this role will automatically be updated with the new permissions.
   
   

Additional Information

• Understanding User Roles and Permissions
• Dashboards

Users Learning Path: Adding Users via import