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TT User Setup

How to Set Up Customer Defaults

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

  • In the first example you control which customer defaults can be selected, as well as which attributes are associated with each customer default record.
  • In the second example you can select from multiple customers, each with their own unique set of customer defaults (created in TT User Setup by an administrator). This second option would typically be used by a broker who trades for several customers.

For a detailed description of how to use customer defaults, refer to the Creating and Managing X_TRADER Customer Defaults topic.

Example 1

Set up customer defaults for a trader where you control which customer default attributes the trader can select from, such as what account is used when trading on different markets.

To set up customer defaults where you define the account the trader uses... 

  1. Select (Users) from the TT User Setup Control Panel.

    The Users window appears.

  2. Highlight the row of the user for whom you want to create customer defaults.
  3. Click Edit.

    The Edit User window appears.

  4. From the Edit User window, click the Customer Defaults tab.

    Use the Show/Hide/Arrange columns context menu to show the Gateway field as needed.

  5. Highlight the <DEFAULT> customer row and click Edit.

    The Edit Customer Default window appears.

  6. In the Account # field enter an account identifier (e.g. ACT111).

    -or-

    To select an existing account, click the ellipsis (...) button and then pick an account from the Select Account window.

  7. In the Market field, make a selection from the list.

    Note: When creating multiple customer default records for the same Customer, at least one "key" field (Market, Gateway, Product, Product Type) must differ for each record.

  8. Assign a default customer account for entering On-Behalf-Of orders, if needed.
  9. Assign a default TT Gateway connection (i.e., login) in the Connection field, if needed.
  10. When editing the initial <DEFAULT> record, Selected is checked and uneditable; the default customer default cannot be deselected or deleted.

    For all other customer default records check the Selected option to enable the customer default. On the Edit User field Selected is displayed as Sel.

    The record(s) you select defines which defaults are applied to the trader. For example, the Account # field defines which account number the trader uses.

    Note: For customer defaults created in TT User Setup, Sel is the only field you can edit via X_TRADER. All other TT User Setup-created fields are grayed out.

  11. On the Edit Customer Default window, click Save and Add New.

    Your customer default record appears in the Edit User window.

  12. Repeat Steps 6-11 and create several more customer default records.
  13. On the Edit User window, click Save.

You have successfully set up customer default records.

Example 2

Set up unique customer defaults for a broker who trades for several customers.

To set up unique customer defaults for a broker who trades for several customers...

  1. Select (Users) from the TT User Setup Control Panel.

    The Users window appears.

  2. Highlight the row of the user for whom you want to create customer defaults.
  3. Click Edit.

    The Edit User window appears.

  4. From the Edit Users window, click the Customer Defaults tab.

    Use the Show/Hide/Arrange columns context menu to show the Gateway field as needed.

  5. Click New.

    The New Customer Default window appears.

  6. In the Customer field, enter a unique identifier (e.g. CUST1).
  7. Enter additional data in the applicable fields as needed.

    For example, select a default customer account for entering On-Behalf-Of orders and assign a default TT Gateway connection (i.e., login in the Connection field, if needed.

  8. Check the Selected option to enable the customer default.
  9. Click Save and Add New.
  10. Repeat Steps 6-9 until multiple Customers have been created.
  11. Click Save.

You have successfully set up customer default records for multiple customers.