Introduction to User Management

See a high-level review of user management in Tamarac Trading and the types of permissions and access you can grant using the various pages within the User Management page.

Manage Permissions for Users and User Groups

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

Manage Permissions for Roles and Role Sets

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.

Group Accounts Into Account Sets

Learn more about grouping accounts into account sets. Account sets can then be used to grant permissions and filter certain pages.

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.

Manage Permissions for Models and Model Sets

Find out more about granting individual model access or model set access to user groups or individual users.

Clear a User's Security Answers

If your firm has dual factor authentication enabled, learn more about resetting the security answers for your users.

Assign Trade Approval Levels

Find out more about creating approval levels and assigning these approval levels to individual users. Trade approval levels allow you to control who can approve trades and send them to the Trade List page.