As a company administrator, use the Users | Account Administration tab to configure the account administration permissions for supporting the separate roles in your firm (e.g., risk administration, account setup, etc.). The accounts managed by the account administrator are also assigned on this tab. When selecting users as account administrators, consider the following: The account […]
As an account administrator, you can assign one or more users to the accounts you are managing. All other tasks for managing users are performed by your company administrator. Note: The Assign Users account administrator checkbox must be checked to perform this task. If Restrict to User Groups is also checked, you can only assign […]
As an account administrator, you can configure position reset times, SOD functionality, and the daily credit limit for the accounts you are managing. Credit loss adjustment settings are grayed out and can only be set by the company administrator. Note: The Update account position settings account administrator checkbox must be checked to perform these tasks. […]
As an account administrator, you can create new sub-accounts for the accounts you are managing. Note: When creating an account, you must select one of the accounts you are manging as a parent account. To create an account: Click Accounts in the left navigation pane. Click +New Account at the top of the Accounts screen. […]
As an account administrator, you can enable or disable trading for the accounts you are managing. Note: The Enable/Disable Trading account administrator checkbox must be checked to perform this task. To enable or disable trading on an account: Click Accounts in the left navigation pane and select an account in the data grid. On the […]
As an account administrator, you can do the following to manage the accounts you have been given access to: Clone a sub-account Delete a sub-account Move a sub-account to a different parent account you are managing Note: The Manage Sub Accounts account administrator checkbox must be checked to perform these tasks. By default, the “parent” […]
As an account administrator, you can assign existing exchange connections to sub-accounts of the accounts you are managing. Only connections assigned to the parent accounts you are managing can be added to the sub-accounts that you create. Note: The Assign Connections account administrator checkbox must be checked to perform this task. When this setting is […]
As an account administrator, you can add and assign order tag defaults to the accounts you are managing. Order tag defaults are added for specific key field combinations per profile. When creating a profile for a specific exchange, all user and account configurable fields for that exchange are displayed and can be configured at the […]
As an account administrator, you can enable or disable restrictions on the accounts you are managing. Note: The Add and Remove Account Restrictions account administrator checkbox must be checked to perform this task. When this setting is checked, you can use the Accounts | Restrictions tab to allow users to manually update positions and submit […]
As an account administrator, you can set position limits for the accounts you are managing. Note: The Add and Edit Account Limits account administrator checkbox must be checked to perform this task. When this setting is checked, you can check or uncheck the Accounts | Limits | Apply Limits checkbox and add or modify account […]