administration:administration_admin_portal

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administration:administration_admin_portal [2025/03/26 16:11] – [Website Navigation] robadministration:administration_admin_portal [2025/03/26 17:32] (current) – [Availible Reports] rob
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 This guide is intended for administrators and provides step-by-step instructions on setting up users and accounts, enabling risk management, and configuring risk parameters. All user and account administration is done through the website. The first administrator login credentials will be provided by CTS, then you can create and edit your own based on roles.  This guide is intended for administrators and provides step-by-step instructions on setting up users and accounts, enabling risk management, and configuring risk parameters. All user and account administration is done through the website. The first administrator login credentials will be provided by CTS, then you can create and edit your own based on roles. 
  
-===== Menu Overview =====+===== Overview =====
  
 Upon logging in as an administrator, the following menu options will be available: Upon logging in as an administrator, the following menu options will be available:
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    - Learn how to navigate through the website for seamless administration.    - Learn how to navigate through the website for seamless administration.
  
-===== User Management =====+===== User Setup =====
  
 **Creating a New User:** **Creating a New User:**
-1. Navigate to the "User Management" section. +  * Navigate to the "User Management" section. 
-2. Click on "Create New User." +  * Click on "Create New User." 
-3. Fill in the required user details. +  * Fill in the required user details. 
-4. Save the changes.+  * Save the changes.
  
 **Editing an Existing User:** **Editing an Existing User:**
-1. Go to "User Management." +  * Go to "Users." 
-2. Select the user to edit. +  * Select the user to edit. 
-3. Modify the necessary details. +  * Select setup user 
-4. Save the changes.+  * Modify the necessary details. 
 +  * Save the changes.
  
 **Deleting a User:** **Deleting a User:**
-1. Access "User Management." +  * Go to "Users" 
-2. Locate the user to delete. +  * Select the user to delete. 
-3. Choose "Delete User." +  * Click "Delete User." 
-4. Confirm the deletion.+  * Confirm the deletion.
  
 ===== Account Setup ===== ===== Account Setup =====
  
 **Creating a New Account:** **Creating a New Account:**
-1. Visit the "Account Setup" section. +  * Visit the "Account Setup" section. 
-2. Click on the link to create a new account. +  * Click on the link to create a new account. 
-3. Enter the required account details. +  * Enter the required account details. 
-4. Save the changes.+  * Save the changes.
  
 **Editing an Existing Account:** **Editing an Existing Account:**
-1. Go to "Account Setup." +  * Go to "Account Setup." 
-2. Choose the account to edit. +  * Choose the account to edit. 
-3. Update the necessary information. +  * Update the necessary information. 
-4. Save the changes.+  *  Save the changes.
  
 **Enabling Risk Management:** **Enabling Risk Management:**
-1. In "Account Setup," select the account. +  * In "Account Setup," select the account. 
-2. Enable the "Risk Management" option. +  * Enable the "Risk Management" option. 
-3. Configure risk parameters as needed. +  * Configure risk parameters as needed. 
-4. Save the changes.+  * Save the changes.
  
 ===== Risk Management Configuration ===== ===== Risk Management Configuration =====
  
 **Setting Risk Parameters:** **Setting Risk Parameters:**
-1. Access "Risk Management" from the menu. +  * Access "Risk Management" from the menu. 
-2. Choose the account for which to configure parameters. +  * Choose the account for which to configure parameters. 
-3. Adjust parameters such as max clip size, position limits, P&L warnings, etc. +  *  Adjust parameters such as max clip size, position limits, P&L warnings, etc. 
-4. Save the risk configuration.+  * Save the risk configuration.
  
-===== Website Navigation =====+===== Available Reports =====
  
-**Navigating Through the Website:** +  * User  
-  *  Familiarize yourself with the menu options. +  * Account
-  * Use the search function for quick access. +
-  * Refer to the user-friendly interface for efficient navigation.+
  
 By following these steps, administrators can effectively manage users, set up accounts, and configure risk management parameters via the website. By following these steps, administrators can effectively manage users, set up accounts, and configure risk management parameters via the website.
  • administration/administration_admin_portal.1743005487.txt.gz
  • Last modified: 2025/03/26 16:11
  • by rob