Learn More About User Management

User Management helps you keep your sensitive data secure by controlling access to specific program areas, accounts, and PDF templates in Tamarac Reporting. You can create user groups and then set up roles and assignments that tell Tamarac Reporting which users or groups are allowed to perform certain tasks in the program.

Synchronize Account Data With Tamarac Trading

Tamarac Reporting synchronizes data with Tamarac Trading. You can select individual accounts for synchronization after the main daily synchronization has occurred.

Synchronize Data from Portfolio Accounting System

Tamarac Reporting synchronizes data with your portfolio accounting system. During the synchronization process, Tamarac Reporting imports account and security details as well as transactions and prices for the number of days you specify.

System Settings

On the System Settings page, you can customize settings such as the display of your accounts, PDF batch size, benchmark display configuration, fixed income display configuration, and more.

Manage Your Profile Information

Set up your user profile, including phone numbers, mailing and email addresses, personal biography, professional certifications, and more.

Add, Change, or Remove Your User Profile Photo

Learn how to add, update, or remove a user profile photo.

Administrator Access to User Profiles

Learn how administrators can access and edit user profiles.

Where User Profile Information Appears

Learn where user profile information shows up throughout Tamarac.

Change Your Password

Change the password you use to access Tamarac Reporting.

Require Challenge Questions or Mobile Phone Codes to Sign In (Dual Factor Authentication)

Dual factor authentication (DFA) protects against unauthorized logins or account break-ins. When advisors and clients log in from an unrecognized device, you can require them to answer challenge questions or, if the SMS feature has been enabled for your firm, you can require them to enter a code sent to their mobile phone.

Enable Dual-Factor Authentication

Learn the steps for how to turn on dual factor authentication for your firm and for your clients.

Manage Dual Factor Authentication for Firm Users

Learn the steps for how to reset security codes, manage your security questions, or set your phone number to receive mobile codes.

Manage Dual Factor Authentication for Your Clients

Learn the steps for how to turn on dual factor authentication for clients and how to reset security codes or mobile phone numbers for clients.

Client Portal Security

The last step in setting up a client portal is to enable portal access. You can do this individually or for multiple client records, and you can send password reset emails to clients who forget their logins, all through our secure password creation process.

Session Timeouts

Learn about default session times, how to change them, and what happens when your session times out.

Best Practices for When a Client Passes Away

Learn the steps for closing an account when a client passes away.

Schedule Recurring Custom Uploads

Learn how to set up a recurring upload for uploads you do frequently.