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.

Upon logging in as an administrator, the following menu options will be available:

1. User Setup

1. Create, edit, or delete user accounts.

2. Account Setup

1. Set up and edit risk and account information.
2. View a list of current accounts and deleted accounts.
3. Create a new account.

3. Risk Management

1. Enable risk management for accounts.
2. Configure risk parameters for effective control.

4. Website Navigation

1. Learn how to navigate through the website for seamless administration.

Creating a New User:

• Navigate to the “User Management” section.
• Click on “Create New User.”
• Fill in the required user details.
• Save the changes.

Editing an Existing User:

• Go to “Users.”
• Select the user to edit.
• Select setup user
• Modify the necessary details.
• Save the changes.

Deleting a User:

• Go to “Users”
• Select the user to delete.
• Click “Delete User.”
• Confirm the deletion.

Creating a New Account:

• Visit the “Account Setup” section.
• Click on the link to create a new account.
• Enter the required account details.
• Save the changes.

Editing an Existing Account:

• Go to “Account Setup.”
• Choose the account to edit.
• Update the necessary information.
• Save the changes.

Enabling Risk Management:

• In “Account Setup,” select the account.
• Enable the “Risk Management” option.
• Configure risk parameters as needed.
• Save the changes.

Setting Risk Parameters:

• Access “Risk Management” from the menu.
• Choose the account for which to configure parameters.
• Adjust parameters such as max clip size, position limits, P&L warnings, etc.
• Save the risk configuration.

For User Reports

Clicking on user in the Users page displays different available reports for that user. Some reports are available to do in the admin portal, and others are downloaded when clicked.

Billing details can be found under the user page.

For Account Reports

Clicking on account in the Accounts page displays different available reports for that account only.

By following these steps, administrators can effectively manage users, set up accounts, and configure risk management parameters via the website.