User Groups

What are User Groups?

User Groups let you delegate tasks by adding teams and setting permissions so you can customize what your people can do when they are logged into Martide.

Note that the User Group should be selected when you create the Interview Stage or Approval Step in a Recruitment Pipeline.

To start, log in to your Martide account. Click Settings in the drop down menu under your profile picture and then on User Groups:

Screenshot of Martide's maritime crew management system showing the Settings page

You will see a page that looks like this. Your page will be empty if you haven't created any User Groups yet but you can see from our example we already have 3 groups; Admin, Managers and Recruitment Officers:

Screenshot of Martide's maritime crew management system showing the User Groups feature

Here you can:

  • Add a new User Group.
  • See all your User Groups.
  • Search your User Groups.
  • Edit and delete current User Groups.
  • Filter your groups alphabetically or numerically by clicking the arrow next to Name.

How to add a new User Group

To add a new User Group click the blue Add User Group button at the top of the page. If you are a crew manager you will go to this page. We will go through it in 2 steps. First you will see:

Screenshot of Martide's maritime crew management system showing the User Groups feature

Here you can:

  • Name your User Group, for example Crew Managers.
  • Add your coworkers to the group by clicking in the Users box. This will show the names of everyone in your company who has a Martide account.
  • Choose if you want the group to be able to override approval requirements in a pipeline. (Explained in more detail below.)

Scroll down and you will see:

Screenshot of Martide's maritime crew management system showing the User Groups feature

This is where you can set permissions for the group to give them the rights to View, Edit or Delete features and functions in Martide. To do this, check the boxes beside each function to add rights.

There are 3 sections: General, Seafarer Profile and Settings.  

For example, we're going to create a new User Group for the Crew Managers Team:

Screenshot of Martide's maritime crew management system showing the User Groups feature

Click Save when you're done. The new User Group will appear on the main page:

Screenshot of Martide's maritime crew management system showing the User Groups feature

Understanding the Pipeline Approval button

Where it says Allow pipeline stage override, slide the button across so it shows blue - this means it is activated:

Screenshot of Martide's maritime crew management system showing the User Groups feature

This will allow users in that group to override an approval stage in a Pipeline to let a candidate move to the next stage even if all the required information hasn’t been entered.

How to edit or delete a User Group

On the main User Groups page go to the User Group you want to edit or delete. To edit a group, click the pen icon next to the entry you want to change. To delete a group click the trash can icon:

Screenshot of Martide's maritime crew management system showing the User Groups feature

If you're editing a group, the next page you'll see is basically the same page as when you created a new entry. There you can:

  • Change the User Group’s name.
  • Add or delete users.
  • Use the sliding button to turn off / on the Pipeline Override settings.
  • Change the permissions for that group.
  • Click the blue Save button when you’re done.

We hope you’ve found this guide to using User Groups useful but if you need any other help, please don't hesitate to contact us here.