administration:user_setup

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administration:user_setup [2025/08/07 12:46] – created robadministration:user_setup [2025/08/07 13:43] (current) – [Creating a New User] grant
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 ====== Creating a New User ====== ====== Creating a New User ======
 +
 +=== Portal Access ===
 +Simulated Environment: https://cts.sim.t4login.com/  
 +Live Environment: https://www.t4login.com/
 +
 +{{:administration:creation1.png?800|}}
 +
 +After logging in to the portal, select “Users” from the left-hand menu. Select “Create a New User” on the top of the Users page.
 +
 +{{:administration:creation2.png?800|}}
 +
 +You’ll be prompted to enter some initial details:  
 +
 +**1. New User**: Enter a unique login name (at least 6 characters). This cannot be changed once created.
 +  
 +**2. Firm**: Select the firm the user will belong to.  
 +
 +**3. Copy from User**: (Optional) Enter an existing user to copy setup settings from.  
 +
 +**4. Copy Accounts**: (Optional) Check this box to copy the account list from the user above.
 +
 +{{:administration:creation3.png?800|}}
 +
 +After clicking save, you will be sent to the page where you create the user’s details.
 +
 +**Select one of the following user types:**  
 +
 +  * Non-Professional Trader  
 +
 +  * Professional Trader  
 +
 +  * Financial Professional  
 +
 +  * Order Desk  
 +
 +  * Wallboard  
 +
 +  * ATS (Non-Display or Display)  
 +
 +  * Sub-Vendor  
 +
 +**Contact Information and Billing Reference**:  
 +Enter a billing reference if required. This will appear on invoices. Fill out the required user details:  
 +
 +  * First Name / Last Name  
 +
 +  * Company  
 +
 +  * Country  
 +
 +  * State  
 +
 +  * City  
 +
 +  * ZIP  
 +
 +  * Phone  
 +
 +  * Email  
 +
 +  * Message to show on login (optional)  
 +
 +**Enable User**: Check this to activate the login.  
 +
 +**Password / Retype Password**: Set and confirm the password.
 +  
 +**Change Password Required**: Force the user to reset their password at first login.  
 +
 +**Password Never Expires**: Optional setting for permanent passwords.
 +  
 +**Unlock User**: Used if a user was locked due to failed login attempts.  
 +
 +**4. Assigning Accounts**  
 +Click the “here” link in the “Accounts” section to assign accounts.  
 +Options:  
 +* **All Accounts**: User sees all accounts (Admin/RiskManager only).  
 +* **Hide –IMP Accounts**: Restricts access to internal or hidden accounts.  
 +
 +{{:administration:creation4.png?800|}}
 +
 +**5. Assign Roles**
 +Click the “here” link in the “Roles / Permissions” section to assign user roles (e.g., Administrator, Trader, Risk Manager).  
 +Also set:  
 +* **Auto-Pull Offsetting Orders**: Enable/disable if the user’s frontend supports auto-offset.  
 +
 +**6. Assign Applications**
 +Click the “here” link in the “Applications” section to assign accessible platforms  
 +
 +**7. Market Data & Exchange Setup**
 +
 +Complete the Exchange and Market Data section:  
 +
 +  * CME Market Data Netting: (Greyed out—Contact CTS to modify)  
 + 
 +  * ICE/Euronext Market Data Account: Optional—fill if provided by the firm  
 +
 +  * Parent Account (optional): Used for grouping or billing under a main account  
 + 
 +  * Market Data Type: Select Internal or External  
 +
 +  * User Has Signed MDLA: Must be Yes for real-time data  
 +
 +Use the provided “here” links to:  
 +
 +  * Assign Exchange Logins
 +
 +  * Select Market Data Entitlements
 +
 +Link for Exchange Logins
 +
 +{{:administration:creation5.png?800|}}
 +
 +After clicking “here” on “select the exchange logins..” you will be brought to this page:  
 +
 +1. The exchange and subcontracts for the login  
 +
 +2. The EXCHANGE login associated with the exchange  
 +
 +3. The secondary EXCHANGE login associated with the exchange  
 +
 +4. Location of Primary Login user  
 +
 +5. The exchanges Self Match Prevention ID  
 +
 +6. The type of market data associated with the user  
 +
 +7. Shows MFID codes
 +
 +Clicking on any of the subcontracts will lead to a page like this:  
 +This is where the information can be edited. “Save For All” applies the settings to all other subcontracts associated with the exchange.  
 +
 +====== Editing an Existing User ======
 +To edit an existing user, follow the same login steps as creating a user, but once on the users page, select the user you want to edit. Once selected, click the “setup” user button, and edit the required details, the same as creating an account.  
 +
 +**Note**: Setting the Market Data will point to new user MD Wiki  
 +**Link for setting up Market Data**: https://docs.t4login.com/doku.php?id=gettingstarted:market_data:market_data
  
  • administration/user_setup.1754570783.txt.gz
  • Last modified: 2025/08/07 12:46
  • by rob