administration:user_setup

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administration:user_setup [2025/08/07 13:17] – grantadministration:user_setup [2025/08/07 13:43] (current) – [Creating a New User] grant
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 You’ll be prompted to enter some initial details:   You’ll be prompted to enter some initial details:  
-  * **New User**: Enter a unique login name (at least 6 characters). This cannot be changed once created.   + 
-  * **Firm**: Select the firm the user will belong to.   +**1. New User**: Enter a unique login name (at least 6 characters). This cannot be changed once created. 
-  * **Copy from User**: (Optional) Enter an existing user to copy setup settings from.   +   
-  * **Copy Accounts**: (Optional) Check this box to copy the account list from the user above.+**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|}} {{:administration:creation3.png?800|}}
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 After clicking save, you will be sent to the page where you create the user’s details. After clicking save, you will be sent to the page where you create the user’s details.
  
-Select one of the following user types:   +**Select one of the following user types:**   
-* Non-Professional Trader   + 
-* Professional Trader   +  * Non-Professional Trader   
-* Financial Professional   + 
-* Order Desk   +  * Professional Trader   
-* Wallboard   + 
-* ATS (Non-Display or Display)   +  * Financial Professional   
-* Sub-Vendor  + 
 +  * Order Desk   
 + 
 +  * Wallboard   
 + 
 +  * ATS (Non-Display or Display)   
 + 
 +  * Sub-Vendor  
  
 **Contact Information and Billing Reference**:   **Contact Information and Billing Reference**:  
 Enter a billing reference if required. This will appear on invoices. Fill out the required user details:   Enter a billing reference if required. This will appear on invoices. Fill out the required user details:  
-* First Name / Last Name   + 
-* Company   +  * First Name / Last Name   
-* Country   + 
-* State   +  * Company   
-* City   + 
-* ZIP   +  * Country   
-* Phone   + 
-* Email   +  * State   
-* Message to show on login (optional)  + 
 +  * City   
 + 
 +  * ZIP   
 + 
 +  * Phone   
 + 
 +  * Email   
 + 
 +  * Message to show on login (optional)  
  
 **Enable User**: Check this to activate the login.   **Enable User**: Check this to activate the login.  
-**Password / Retype Password**: Set and confirm the password.  + 
 +**Password / Retype Password**: Set and confirm the password. 
 +  
 **Change Password Required**: Force the user to reset their password at first login.   **Change Password Required**: Force the user to reset their password at first login.  
-**Password Never Expires**: Optional setting for permanent passwords.  + 
 +**Password Never Expires**: Optional setting for permanent passwords. 
 +  
 **Unlock User**: Used if a user was locked due to failed login attempts.   **Unlock User**: Used if a user was locked due to failed login attempts.  
  
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 **7. Market Data & Exchange Setup** **7. Market Data & Exchange Setup**
 +
 Complete the Exchange and Market Data section:   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   +  * CME Market Data Netting: (Greyed out—Contact CTS to modify)   
-* **Parent Account (optional)**: Used for grouping or billing under a main account   +  
-* **Market Data Type**: Select Internal or External   +  * ICE/Euronext Market Data Account: Optional—fill if provided by the firm   
-* **User Has Signed MDLA**: Must be Yes for real-time data  + 
 +  * 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:   Use the provided “here” links to:  
-* Assign Exchange Logins   + 
-* Select Market Data Entitlements  +  * Assign Exchange Logins 
 + 
 +  * Select Market Data Entitlements
  
 Link for Exchange Logins Link for Exchange Logins
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 After clicking “here” on “select the exchange logins..” you will be brought to this page:   After clicking “here” on “select the exchange logins..” you will be brought to this page:  
  
-* The exchange and subcontracts for the login   +1. The exchange and subcontracts for the login   
-* The EXCHANGE login associated with the exchange   + 
-* The secondary EXCHANGE login associated with the exchange   +2. The EXCHANGE login associated with the exchange   
-* Location of Primary Login user   + 
-* The exchanges Self Match Prevention ID   +3. The secondary EXCHANGE login associated with the exchange   
-* The type of market data associated with the user  + 
 +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:   Clicking on any of the subcontracts will lead to a page like this:  
  • administration/user_setup.1754572660.txt.gz
  • Last modified: 2025/08/07 13:17
  • by grant