Create, Edit, or Delete Tamarac Users

Learn about how users are created in Tamarac and how to edit or delete existing users.

User Management

See a high-level review of user management, which lets you set user permissions, and the types of permissions and access you can grant using the various pages within the User Management page.

Manage Permissions for User Groups

Learn more about maintaining permissions for individual users in Tamarac Reporting as well as creating user groups to simplify the task of setting user permissions.

Manage Permissions for PDF Templates

You can set PDF templates as public or private, and assign permissions to protect PDF templates from being inadvertently altered or deleted. You can also choose who can access a template, and whether users have read-only or edit access. A PDF template set can contain as many PDF templates as you select. The set makes it easier for you to manage your PDF template permissions at the group level.

Manage Permissions for Roles

Learn more about creating roles—defined sets of permissions you can assign to users—as well as creating role sets to simplify the task of assigning roles to users.

Manage Permissions for Views

Views are pre-defined report snapshots that can be based on any dynamic report in Tamarac Reporting. They make it easy to create customized reports that show slightly different information. You can group views so you can manage permissions at the group level instead of having to set the permissions separately for each view.

Manage Permissions for Billing

Learn more about managing payout distributions on the user level for the Firm Revenue report.

Group Accounts Into Account Sets

Learn more about grouping accounts into account sets. Account sets can then be used to grant permissions to many accounts at once. They can also be used for some reporting functions.

Account Set Saved Searches

Learn more about creating account set saved searches, or saved searches you can use to create and maintain dynamic account sets.

Refresh Dynamic Account Set Membership

Learn how to manually or automatically refresh membership of Saved Search-based account sets.

Set User Display Options and Clear Security Answers

Learn more about assigning a logo for each user's view. Managers can also set a report theme for employees who don't have permission to access report theme settings and clear a user's security answers if your firm uses dual factor authentication and a user has forgotten their answers.

Available Out-of-the-Box Default Settings for New Users

Learn more about the views and settings configurations available right out of the box within Tamarac.