Frequently Asked Questions

Version 1 - Reviewed: April 23, 2020

How are Users assigned to Security Roles?

After any new Users are created in TariffShark, a logged-in TariffShark Security Administrator must assign them to at least one Security Role. Changes can be made by updating or deleting.

• Add Security Role to User is used to add a Security Role to a User to provide them with access to the features of and data within TariffShark. Navigate to the Add Security Role form via:

  1. Menu: Configure > Security > Users
  2. Opens [List of] Users form
  3. Select a User in the grid
  4. SmartBar: click Security Roles command under "User Tasks"
  5. Opens Security Roles for User form
  6. SmartBar: click Add Security Role command under "User Tasks"
  7. Opens the Add Security Role to User form

• Update User Security Role is used by a logged-in TariffShark Security Administrator to update the User's Security Role, if needed. Navigate to the Update User Security Role form via:

  1. Menu: Configure > Security > Users
  2. Opens [List of] Users form
  3. SmartBar: click Security Roles command under "User Tasks"
  4. Opens Security Roles for User form
  5. Select a Security Role in the grid
  6. SmartBar: click Update command under "User Security Role Tasks"
  7. Opens the Update User Security Role form

• Delete User Security Role is used by a logged-in TariffShark Security Administrator to delete a User's Security Role, if needed. Navigate to the Delete User Security Role form via:

  1. Menu: Configure > Security > Users
  2. Opens [List of] Users form
  3. SmartBar: click Security Roles command under "User Tasks"
  4. Opens Security Roles for User form
  5. Select a Security Role in the grid
  6. SmartBar: click Delete command under "User Security Role Tasks"
  7. Opens the Delete User Security Role form

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