Frequently Asked Questions

Version 2 - Reviewed: April 25, 2020

How are Users added and maintained in TariffShark?

Typically, after the TariffShark Desktop Client software has been installed on a new user's computer, a logged-in TariffShark security administrator may create the new User in TariffShark. Changes may be made by updating.

• Create User is used to create a new User and automatically send them their initial, randomly-generated password. Navigate to the Create User form via:

  1. Menu: Configure > Security > Users
  2. Opens [List of] Users form which shows all Users defined on the server
  3. SmartBar: click Create User command under "General Admin Tasks"
  4. Opens the Create User form
     • Note that "Username" has the following rules
       • Must start with a letter or underscore
       • Can contain letters, digits, hyphens, underscores, and periods
       • Cannot contain spaces
       • Cannot start with the characters 'xml'
  5. Any newly created User will be able to log into TariffShark but will NOT have access to data until a security administrator assigns the User to Security Roles.

• Update User is used by a logged-in TariffShark security administrator to update a User, if needed. Navigate to the Update User form via:

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

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