Subcategories
Connections
Description
Task
Videos
Reference
Accounts
Description
Task
- Administering account connections
- Administering an account
- Assigning a user to an account
- Assigning FIX Sessions to an Account
- Configuring account exchange properties
- Configuring SOD settings and credit limits
- Creating a new account
- Managing counterparties
- Mass editing account names
- Setting Account Position limits
- Setting account restrictions
- Sharing an account
- Viewing an account detailed change Log
Videos
Use Cases
Reference
Users
Description
Task
- Adding a new user
- Adding and assigning office locations
- Administering Trader IDs and Authorized Trader IDs
- Administering user groups
- Assigning a FIX session to a user
- Assigning and managing user accounts
- Assigning custom fields to a user
- Configuring user exchange access
- Creating and managing application keys
- Managing user algos
- Managing users
- Setting user risk limits
- Sharing a user
- Viewing a user detailed change log
- Viewing and accepting agreements
Videos
Company
Task
- Administering company messages
- Disabling trading for all users
- Displaying available exchanges
- Enabling Advanced Risk
- Enabling two factor authentication
- Generating Reports
- Managing custom fields
- Setting all unspecified limits to “0”
- Untitled
- Using the Message Center
- Viewing logged in users
- Viewing Sent Invitations
Order Tag Defaults
Description
Account Administrators
Description
Task
- Adding an account administrator
- Assigning users as an account administrator
- Configuring SOD and credit as an account administrator
- Creating accounts as an account administrator
- Enabling trading as an account administrator
- Managing accounts as an account administrator
- Managing connections as an account administrator
- Managing order tag defaults as an account administrator
- Setting restrictions as an account administrator
- Settings limits as an account administrator