In the Accounts window, click the Users tab to assign users and FIX sessions to the account. Orders are submitted using a single account, but a user can be assigned to multiple accounts. You can add and configure users using the Users tab on the left navigation panel.
If users are assigned to an account, they also have permissions to use any sub-accounts for that account. Users cannot be assigned to child accounts -- all child accounts are inherited. Also, if two users are assigned to the same account, both users can view all order activity in that account.
On the Users tab, you can view and configure all authorized users of an account, as well as assign and remove account access to one or more users. This is accomplished using the Users tab in the Account window. Additionally, you can view and configure all accounts a user can trade, and you can add or remove one more more accounts from a single user. You can also assign or remove an account per user on the Users | Accounts tab.
Note: Users assigned to parent accounts are displayed in italics in the Accounts | Users tab and cannot be removed or edited at the sub-account level.
To assign users to an account:
The Select users screen appears.
Click on one or more users in the Select Users screen and click Select.
The selected user is displayed in the Users section. The Order Permissions and Additional Permissions sections also appear for the selected user.
Note: If an account name is listed in the Inherited column, it indicates that the user assignment and permissions for the selected account were "inherited" from this parent account.
Note: Account permissions apply to the parent account as well as any sub-accounts.
Submit Staged Orders — When this option is checked, it allows the user to place a staged order into the selected account and sub-accounts. For more details about each staged order option when assigning an account to a user or user to an account, refer to Staged Order Permissions.
Only Allow Price Improvements on Child Orders — Restricts care order owners from changing the Limit price on child orders to be worse (i.e., cannot buy higher or sell lower) than the Limit price sent on the original parent care order. When the checkbox is checked, the owner can only better the trade for child orders. When unchecked, the owner can also better the trade for the parent care order. This setting is unchecked by default, and owners can change the price of both the parent care order and child order regardless of the parent order Limit price.
Manage Staged Orders without Claiming — Allows a user to have full access to care orders regardless of the claimed/unclaimed state of the order. Check the checkbox to enable this option. When enabled, Manage Own Staged Orders and Manage Orders Staged by Others are also enabled by default.
Manage Own Staged Orders — When this option is checked, it allows the user to manage (i.e., claim/unclaim and potentially execute on-behalf-of) their own staged orders that were submitted into the selected account and sub-accounts. This option is enabled by default and cannot be disabled if Manage Staged Orders without Claiming is enabled.
When unchecked, this option prevents a user from claiming his own staged orders.
Uncheck this setting and check Manage Orders Staged by Others to allow users to only manage orders staged by others.
Note: To set this option, the Submit Staged Orders option must be checked.
Manage Orders Staged by Others — Allows the user to manage (i.e., claim/unclaim and potentially execute on-behalf-of) any staged orders submitted into the selected account and sub-accounts that he did not submit. This option is enabled by default and cannot be disabled if Manage Staged Orders without Claiming is enabled.
If Submit Staged Orders and Manage Own Staged Orders are also checked, then the user can also manage his own submitted staged orders.
In order to view a staged order, potential owners (i.e., users that claim staged orders) must have this option set and have access to the staged order account. All orders in the account, both staged and non-staged orders, are viewable by all users assigned to the account.
Note: This setting also also allows you set up different permissions on mobile accounts vs. accounts used for desktop trading.
Note: If you assigned users to a sub-account, the Inherited column displays the parent account of users assigned to the parent account. If a user is assigned to a parent account, then that user is also assigned to each child account, which inherits the same user permissions assigned to the parent account.
The Order Permissions and Additional Permissions sections appear.
Click the checkbox next to any additional users as needed (multiple users can be selected).
The modified permissions also appear in the Accounts > Users tab.
Use the Users tab to remove existing users from an account.
To remove users from an account...
Note: Removing a user from a parent account removes that user from all child accounts.