As an administrator, you can add order tag defaults 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 same time. To add order tag defaults: Click More | Order Tag Defaults tab […]
As an administrator, you can copy order tag defaults associated with specific profiles, account, and users. Using the More | Order Tag Defaults tab in Setup, you can: Select order tag defaults and use the Copy function. Use the Bulk copy function for multiple order tag defaults. Copying order tag defaults Tip: To copy a […]
As an administrator, you can restrict order profiles for use by specific accounts on the More | Profiles tab in the left navigation pane. If accounts are assigned to a profile when it’s created, only those accounts can be used with the profile in the Trade application. Creating an order profile Click More | Profiles […]
As an administrator, you can edit existing order tag defaults for specific key field combinations per profile, as well as modify and configure all exchange-specific fields at the same time. Using the More | Order Tag Defaults tab in Setup, you can: Edit a single order tag default profile Edit all blank fields for an […]