Note: Only users with "Full Company Administrator" permissions can add users and send invitations. Users with "view-only" permissions do not have access to all administrative functionality on the Users | Profile page in the Setup app.
To add a new user:
In the New User dialog box that appears, select whether or not the user is a member or employee of your company, or is a user that is not an employee but will be managed by the administrator's company.
When the user being added is an employee or member of your firm, select Yes.
When the user being added is not an employee or member of your company, but you would like to invite and fully manage the user (including paying for the user's market data and transaction charges), select No.
When the user being added is not a member of your company, but you do not want to manage and take responsibility for the user's fees, click Cancel and contact your user's administrator to ask for the user to be shared with your company. Contact TT support if you need assistance.
The trade modes allow your company to control which professional Trade application features are accessible to a user on the TT platform. However, the trade mode settings do not take precedence over the account restriction settings or user account permissions. For example, if a user's profile is set to "professional", which allows access to Algo Dashboard, but the account assigned to the user is restricted from submitting algo orders, then the user would not be able to launch and submit orders via an algo.
Select one of the following:
Professional — Enables use of the following professional Trade app features:
Note: When you select the Professional trade mode for an active user, the user is billed at a higher rate for the month in which this mode is enabled.
Check the Advanced Options package setting to have access to premium Options trading features.
Note: Enabling this setting will incur an additional charge upon user login.
When a user is shared with another company, the other company has limited rights to the user's configuration. The company that the user is shared with can only assign accounts that they own, set permissions for those accounts, and set any other user-level permissions that are specific to the shared company. However, they cannot change the user-level settings defined by the sharing company.
The user appears as a "provisional user" (Status column displays Provisional) in the users grid at the top of screen.
As a company administrator, use the Status section on the user profile screen to send an invitation via email or view the user’s invitation status.
Note: Do not send an invitation to a user that is already a member of their own company but wants to trade with your company. By doing so, the user may lose all of their current risk settings when accepting the invitation to your company. To have an employee or member of another company trade with your company, you can either share an account with the user or ask the user's company to share the user with your company.
To send an invitation:
Note: To send an invite, the Email field must be populated in the Identification section. This must be the email provided by the user. However, this email does not have to be the same address registered by the user as their TT account. The user will have to register a TT account before accepting your invitation.
Verify the Invitation Status in the Status section.
After sending the invitation, the user's status of Sent appears in the Invitation Status column in the data grid and the Invitation Status field in the Status section.
If the status is one of the following, you will need to click Invitation Details to troubleshoot and resend the invitation:
If needed, you can use the following buttons in the Status section after sending an invitation:
Note: User invites automatically expire after four (4) days. If a user's invite has expired, you can simply resend the invite to add the user.
Invitation Details — Opens the Invitations tab and displays the invitation history for the user.
Note: On the left navigation pane, you can click the More | Invitations to view a status report of all invitations sent to users who were invited to join your company. Provisional user status is not displayed, but invitations sent to provisional users appear as "waiting" for that user.
For a list of invitation statuses, refer to Invitation Status Definitions.
Use the Settings tab to configure a user's administrator permissions and trade permissions.
In the Admin Permissions section, you can define additional administrative roles to delegate user setup and account setup to separate administrators. By unchecking the administrator restriction options in this section, you can set up administrators who are prohibited from enabling trading for accounts and/or users, and control whether administrators can disable the "Apply Limits" option for accounts and/or users.
In the Trade Permissions section, you can prevent the user from trading on TT, and set permissions for submitting RFQs. You can set these permissions for individual users or company administrators.
To configure user settings:
When the Admin checkbox is checked, a list of administrator restrictions is enabled with all checkboxes checked. You can uncheck these options to restrict specific administrator permissions.
Note: Administrators with an option unchecked cannot enable that option for other users, and when cloning users or accounts, the applicable user/account settings will default to checked regardless of the original user/account settings. For example, if an administrator has "Enable/Disable trading for users" unchecked, then all users the administrator clones will have trading disabled, even if the original cloned user has trading enabled.
To restrict administrator permissions, uncheck the following options as needed: