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TT User Setup

Context Menus

You are viewing TT User Setup Version 7.17 and higher. For earlier versions, click here

You use a context menu to access various TT User Setup functionality.

To access a context menu...

Right-click anywhere in the related window.

Users Window

The options available from the Users window context menu include:

OptionFunction
NewAccesses the New User window, which allows you to create a user by applying values such as username, display name, password, and user group.
EditAccesses the Edit User window, which allows you to change login, contact, and miscellaneous user defined data.
CopyAccesses the New User window, which allows you to create a user who has login, location, permissions, or gateway login information similar or identical to that of an existing user.
DeletePermanently removes the selected user.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to a CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Gateway Logins Window

The options available from the Gateway Logins window context menu include:

OptionFunction
NewAccesses the New Gateway Login window, which allows you to create a login by applying values such as Member, Group, and Trader ID.
EditAccesses the Edit Gateway Login window, which allows you to change MGT, gateway, and account data.
CopyAccesses the New Gateway Login window, which allows you to create a gateway login that has for example, credit, product limit, and gateway information similar or identical to that of an existing gateway login.
DeletePermanently removes the selected gateway login.
Assign to UsersAccesses the Assign to Available Users window, which allows you to assign one or more gateway logins to users and configure their login attributes to the gateway.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to a CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Product Limits Window

The options available from the Product Limits window context menu include:

OptionFunction
NewAccesses the New Product Limit window, which allows you to create a product limit by applying values such as Product, Additional margin, and Maximum order quantity.
EditAccesses the Edit Product Limit window, which allows you to change gateway, product, margin, quantity, and position values.
CopyAccesses the New Product Limit window, which allows you to create a product limit that has for example, gateway, product, and product type information similar or identical to that of an existing gateway login.
DeletePermanently removes the selected product limit.
Mass Copy to Other GatewayAccess the Select Gateways window, which allows you to highlight several gateways to which you would like the product limits applied.
Mass Copy to Other Gateway LoginsAccesses the Select Gateway Logins window, which allows you to highlight several MGTs to which you want the product limits applied.
Mass Copy to Other Account or Group

* Available on the Account/Account Group Limits tab

Opens a dialog box, which allows you to select an account or account group to which you want the product limits applied.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

X_TRADER Customer Defaults Window

The options available from the X_TRADER Customer Defaults window context menu include:

OptionFunction
NewAccesses the New Customer Default window, which allows you to create a customer default by applying values such as username, customer, market, and product.
EditAccesses the Edit Customer Default window, which allows you to change Customer, Account #, and Market values for example.
CopyAccesses the New Customer Default window, which allows you to create a customer default that has for example, Market, Product, and account type information similar or identical to that of an existing customer default.
DeletePermanently removes the selected customer default.
Replace Account NumbersReplaces one or more customer default account numbers with similar account numbers based on selected pattern-matching rules.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Product Group Permissions Window

The options available from the Product Group Permissions window context menu include:

OptionFunction
AllowProvides access to the products in the group(s). You can also check or uncheck the Allowed check box adjacent to the product group.
BlockPrevents access to the products in the group(s). The blocked products will not display in the user’s Market Explorer or Instrument Explorer, and the user will not be able to subscribe to prices.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

User's Gateway Login Attributes Window

The options available from the User's Gateway Login Attributes window context menu include:

OptionFunction
EditAccesses the Edit User Gateway Login Attributes window, which allows you to change values such as default account, clearing member, and preferred IP.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Accounts Window

The options available from the Accounts window context menu include:

OptionFunction
NewAccesses the New Account window, which allows you to create an account by applying values such as account number and account description.
EditAccesses the Edit Account window, which allows you to change account number and account description values.
CopyAccesses the New Account window, which allows you to create an account by applying values such as Account name from the selected account.
DeletePermanently removes the selected account.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Assign to Account GroupAccesses the Assign Account Group dialog, which you can use to assign one or more accounts to an account group.
Remove from Account GroupOpens a warning dialog, which you can use to remove the account from the account group.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Account Groups Window

The options available from the Accounts Groups window context menu include:

OptionFunction
NewAccesses the New Account group window, which allows you to create an account group and configure combined risk limits for the new account group. See Assigning Accounts to an Account Group to learn how to assign accounts to an existing account group.
EditAccesses the Edit Account group window, which allows you to configure new and existing risk parameters for all accounts assigned to the account group.
CopyAccesses the New Account group window, which allows you to create a new account group with the risk limits configured for the copied account group. See Assigning Accounts to an Account Group to learn how to assign accounts to an existing account group.
DeletePermanently removes the selected account group.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

User Groups Window

The options available from the User Groups window context menu include:

OptionFunction
NewAccesses the New User Group window, which allows you to create a user group.
EditAccesses the Edit User Group window, which allows you to change the name of the user group.
DeletePermanently removes the selected user group.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Assign Gateway LoginsOpens the Assign Gateway Logins to User Group window, which allows you to move multiple gateway logins to and from a given user group.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

FIX Adapter Account Defaults

The options available from the Account Default List window context menu include:

OptionFunction
NewAccesses the New Account Default window, which allows you to create a FIX Adapter account default by applying values such as Username, Account #, Market, Gateway, and Product type.
EditAccesses the Edit Account Default window, which allows you to edit a FIX Adapter account default.
CopyAccesses the New Account Default window, which allows you to create a new FIX Adapter account default based off an existing account default.
DeletePermanently removes the selected FIX Adapter account default.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.

Unlock Users/Reset Passwords Window

The options available from the Unlock Users/Reset Passwords window context menu include:

OptionFunction
UnlockUnlocks users either in all available user groups or in a restricted number of groups..
Reset PasswordReset a password(s) either in all available user groups or in a restricted number of user groups.
RefreshUpdates the Unlock Users/Reset Passwords window to reflect any changes in the lock or password status.
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to an CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.

Audit Trail, Environment Server Status, Reports, TT User Setup Servers, and Logged in Users

The options available from each window's context menu include:

OptionFunction
Export to HTMLExports data to an HTML file, which you can use to generate a report.
Export to CSVExports data to a CSV file, which you can use to generate a report.
Specify sort criteriaOpens the Sort dialog box that you can use to determine the order in which data is displayed.
Show/Hide/Arrange columnsAccesses the Show/Hide/Arrange Columns dialog box for you to select which columns to display.
Find Control PanelBrings the control panel into focus. This is useful when other screens have overlapped the control panel.