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Manage Permissions for User Groups

Contents

Introduction

The Users section of the User Management page allows you to change settings and assign roles for individual users within your firm. Each person in your firm who can log into Tamarac Reporting and/or Tamarac Trading is considered a user.

Since different people in your firm perform different tasks, individual users can be granted or denied access to different areas and pages. The difference between a user and a role is that a user is specific person and a role is a set of pages and actions that a person assigned to that role is able to access or perform. For example, your firm employs John who is a CSA. John is the user and CSA is your firm's defined role that lists what pages and actions John has access to within Tamarac Reporting or Tamarac Trading.

Manage User Permissions

The following sections discuss managing permissions for individual users in your firm.

Create a New User

At this time, users are not created directly in Tamarac Reporting. To add a new user to Tamarac Reporting, contact Tamarac service and request that a new user be created.

Set Up Permissions for a User

If you want to establish permissions for a new user, or want to edit the available permissions for a current user, follow these steps: 

1. On the Setup menu, click User Management.

2. Choose Users in the Manage list.

   

3. Click Edit next to the user whose permissions you want to edit.

4. On the available tabs, add any applicable permissions to the user:

   

   Tab	Available Permissions
   User Groups	User groups allow you to manage multiple permissions at one time. On the Available User Groups tab, add any applicable user groups you want to add this user to, and then click Add.     For more information on creating user groups, see Manage User Groups Permissions.
   Account Set	You can grant this user permission to accounts by account set. On Available Account Sets, select any account sets to which you want to give this user permission, and click Add.     Account sets group accounts together for use in granting user permission, filtering some pages, and reporting. For more information on creating account sets, see Group Accounts Into Account Sets.
   PDF Templates	You can grant this user permission to PDF template sets and specific PDF Templates. On PDF Templates, select any template sets to which you want to give this user permission, and then click Add.     Similarly, on Available PDF Templates, select any specific PDF Templates to which you want to grant this user permission, and then click Add.     For more information on user permissions for PDF templates and PDF template sets, see Manage Permissions for PDF Templates.
   Models	You can grant this user individual permissions to either Security Level models or Allocation models. In addition, if you've built model sets, you can grant this user permission to those model sets. While you can assign model access to users one-by-one, it's more efficient to create model sets and use these to grant permissions to your users.   On Available Model Sets, select any model sets to which you want to grant this user permission, and then click Add. On the Available Security Level Models tab, select any individual Security Level models to which you want to grant permission to this user, and then click Add. On the Available Allocation Models tab, select any individual Allocation models to which you want to grant permission to this user, and then click Add.
   Views	Views are pre-defined report snapshots. For publicly available views, you can grant individual users permission to single views or any view sets you've created.   On the Available View Sets tab, select any view sets you want to assign to this user, and then click Add.     Similarly, on the Available Views tab, select any views you want to assign to this user, and then click Add. Use the available search to help you find specific views or view sets.
   Roles	Roles are the defined set of permissions you can then assign to individual users—the people that use Tamarac Reporting and Tamarac Trading. Here, you can assign these roles or role sets to the individual user.   On the Available Role Sets tab, select any role sets you want to assign to this user, and then click Add.     Similarly, on the Available Roles tab, select any roles you want to assign to this individual user, and then click Add.
   Billing	You can make a user available for payout distributions, which adds them to the User payee list in the account's Billing settings. You can also edit user-level payout permissions. To learn more, see Manage Permissions for Billing.
   General	You can customize general settings for this user.   In Logo, you can select from an available logo to appear in the top left of the user's menu. In Site theme, you can choose a site theme to apply to that user's pages, including color and graph display options. In Approval Level, choose a trade approval level for that user.

5. When finished, click Save.

Grant a User Access to All Accounts

You can easily grant a user access to all accounts. That means that the user will be able to see all accounts within your firm, but this doesn't necessarily mean that user will be able to make changes to any of those accounts. Generally, only account administrators are given access to all accounts. However, in some instances, you can grant a user access to all accounts in your firm.

To allow access to all accounts, follow these steps: 

1. On the Setup menu, click User Management.

2. Choose Users in the Manage list.

   

3. Find the user to whom you want to grant access to all accounts and click Edit.

4. On the left side, select the Account Set tab.

5. Select the All accounts option.

   

   Administrative users already have access to all accounts. This cannot be changed. To remove administrative privileges for a user, contact Tamarac support.

6. Click Save. The user may need to sign out and sign back in again for the changes to take effect.

Delete a User

At this time, users are not deleted directly in Tamarac Reporting. To remove a user from Tamarac Reporting, contact Tamarac service.

Manage User Groups Permissions

By creating a user group, you can set permissions for multiple users at once. A user can be a member of more than one user group, so you have flexibility in assigning permissions.

To create a user group, follow these steps:

1. On the Setup menu, click User Management.

2. Choose User Groups in the Manage list.

   

3. Click Create.

4. Type a name in the User group name field. This is the name that will be included in the list on the User Groups page once the role is created.

   

5. Type a description in the User group description field. This description will be included in the list on the User Groups page once the role is created.

   

6. On the available tabs, add any applicable permissions to the user group:

   

   Tab	Available Permissions
   Users	On the Available Users tab, add any individual users you want to this user group, and then click Add.
   Account Set	Account sets group accounts together for use in granting user permission, filtering some pages, and reporting. For more information on creating account sets, see Group Accounts Into Account Sets.   You can grant this user group permission to accounts by account set. On Available Account Sets, select an account set to which you want to give this user group permission, and click Add.   You can only select one account set.
   View Sets/Views	Views are pre-defined report snapshots. For publicly available views, you can grant user groups permission to single views or any view sets you've created.   On the Available View Sets tab, select any view sets you want to assign to this user group, and then click Add.     Similarly, on the Available Views tab, select any views you want to assign to this user group, and then click Add. Use the available search to help you find specific views or view sets.
   PDF Templates Sets/PDF Templates	You can grant this user group permission to PDF template sets and specific PDF Templates. On Available PDF Template Sets, select any template sets to which you want to give this user group permission, and then click Add.     Similarly, on Available PDF Templates, select any specific PDF Templates to which you want to grant this user group permission, and then click Add.     For more information on user permissions for PDF templates and PDF template sets, see Manage Permissions for PDF Templates.
   Model Sets/Models	You can grant this user group individual permissions to either Security Level models or Allocation models. In addition, if you've built model sets, you can grant this user group permission to those model sets. While you can assign model access to users or user groups one-by-one, it's more efficient to create model sets and use these to grant permissions to your users or user groups.   On Available Model Sets, select any model sets to which you want to grant this user group permission, and then click Add. On the Available Security Level Models tab, select any individual Security Level models to which you want to grant permission to this user group, and then click Add. On the Available Allocation Models tab, select any individual Allocation models to which you want to grant permission to this user group, and then click Add.
   Role Sets/Roles	Roles are the defined set of permissions you can then assign to individual users—the people that use Tamarac Reporting and Tamarac Trading. Here, you can assign these roles or role sets to user groups.   On the Available Role Sets tab, select any role sets you want to assign to this user group, and then click Add.     Similarly, on the Available Roles tab, select any roles you want to assign to this user group, and then click Add.

7. Click Save.