Back Home > Tamarac Trading > Setup and User Management > User Management > Introduction to User Management
|
Back |
Home > Tamarac Trading > Setup and User Management > User Management > Introduction to User Management
|
Introduction to User Management
The User Management page allows you to grant customized access to various pages, functions, models, and accounts within Tamarac Trading. You can simplify the process of granting or restricting access by creating roles, role sets, account sets, account set saved searches, model sets, and then assigning these to individual users in your firm.
The following is a high-level summary of the various sections on the User Management page and what permissions you can set on each of these sections:
Create static account sets—groups of accounts which you can use to grant permissions, filter pages, and generate reports—as well as dynamic account sets which use account set saved searches to dynamically update.
For more information on creating account sets and maintaining permissions within account sets, see Group Accounts Into Account Sets.
Create saved searches to use in creating dynamic account sets. Dynamic account sets allow you to group accounts which you can use to grant permissions, filter pages, and generate reports, using saved searches you create on this page. These account sets update dynamically to reflect your saved search filters.
For more information on creating account set saved searches, see Account Set Saved Searches.
View a list of PDF templates within your organization including if the template is shared, who owns the template, who modified it, when it was last modified, and whether or not it's currently in use. You can then add the template to a PDF template set, as well as grant access to that template with users or user groups.
For more information on maintaining permissions for PDF templates, see Manage Permissions for PDF Templates and PDF Template Sets in Tamarac Reporting.
View a list of PDF template sets. You can also create new or edit existing template sets to include PDF templates, and then grant access to those PDF template sets to users or user groups.
For more information on maintaining permissions for PDF template sets, see Manage Permissions for PDF Templates and PDF Template Sets in Tamarac Reporting.
Create and edit roles—defined lists of permissions granted to that role—and then assign those roles to users. 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. You can then add that role to a role set and associate that role with a user or user group.
For more information on creating maintaining permissions for roles, see Manage Permissions for Roles and Role Sets.
Create role sets, or groups of roles you create that simplify the process of granting permissions to users. Once you create the role set, you can add roles to it, and then associate the role set with user groups or individual users.
For more information on creating and defining permissions for role sets, see Manage Permissions for Roles and Role Sets.
View a list of models, including the owner of that model, who last modified it, when it was last modified, and whether or not it is in use. Then, you can add that model to a model set, as well as grant users or user groups permission to access that model.
For more information on maintaining permissions for individual models, see Manage Permissions for Models and Model Sets.
Create model sets, or groups of models you create to simplify the process of granting model permissions to users. Once you create the model set, you can add models to it, and then associate the model set with user groups or individual users.
For more information on creating and maintaining permissions for model sets, see Learn More About User Management.
View a list of views, or pre-defined dynamic report snapshots created by individual users that can then be shared publicly, and details about these views, including the page to which the view applies, the owner, and when the view was last modified. Then, you can add the view to a view set, as well as grant users or user groups permission to access that view.
Create view sets, or groups of views you create to simplify the process of granting view access to users. Once you create a view set, you can add views to it, and then associate the view set with user groups or individual users.
For more information on creating and maintaining permissions for view sets, see Manage Permissions for Views and View Sets in Tamarac Reporting.
Edit permissions for the users in your organization. On the Users page, you can define permissions for the following:
Models and model sets
You can also add the user to user groups, define a site theme, and set that user's trade approval level.
For more information on maintaining permissions for users, see Manage Permissions for Users and User Groups.
Create user groups, or groups of users you create to simplify the process of granting user permissions. Once you create user groups, you can then define permissions to the following:
Models and model sets
You can also add users to existing user groups.
For more information on maintaining permission for user groups, see Manage Permissions for Users and User Groups.