Applying Basic User Properties
Configure basic user properties using the following tabs on the New User or Edit User window:
- User Settings
- Contact Information
- User Defined Fields
The procedures in this topic describe how to create a new X_TRADER or X_RISK user, but they apply to editing or copying existing users as well. Refer to the Creating, Editing, and Deleting Records topic for other methods you can use to create or edit users.
To create an X_TRADER or X_RISK user and apply the basic user properties...
- Select (Users) from the TT User Setup Control Panel.
- Click New.
- On the User Settings and Contact Information tabs, enter the user's Login and Contact information as needed, as well as the user’s two-factor authentication settings. Refer to the New User and Edit User Window Fields topic for descriptions of each field.
- Leave the Active option checked if this user should be able to log in.
- Set the password expiration and concurrent login settings as needed.
- Click the UserDefined tab and enter any optional user information (MGT, account number, etc.).
- Click Save.
Applying CME Market Data Settings
Using the CME Market Data settings on the User Settings tab, broker administrators in X_TRADER ASP can mark a user as covered under a netting agreement for billable CME Product Groups.
The Netting program participant option can be used to flag users that participate in the CME’s netting program. CME will bill those clients directly. In X_TRADER ASP, TT still reports these users to the exchange, but reports them as non-billable. By default this option is turned off. Broker and buy-side administrators in X_TRADER ASP need to enable this setting after an upgrade to 7.17.41 or higher.
Buy-side administrators set whether their users are covered under a netting agreement from the TT User Setup web client.
CME Product Group Permissions Reports
The CME Product Group Permissions report contains a “netting agreement” column for each available CME product group. For example, “COMEX Netting” to show netting agreements for the product group per user. Each product group column is populated with either “yes” or “no” based on the user settings.
To apply CME Market Data settings...
- On the User Settings tab in the New or Edit User window, select the product groups that a user can access without being
billed. Make sure to select the netting program participant to activate
If marked as having a netting agreement, a user will not be billed for CME market data access to the selected groups. Refer to User Settings .
The following figure shows the settings in X_TRADER ASP and non-X_TRADER ASP environments.
Enter or select the netting program participant organization name (typically your company name).
Netting participants in the list are organizations that have legacy netting agreements with CME and will be charged directly by the exchange. Enter a new netting program participant to the list or select an existing one that the user belongs to. Selecting None indicates that the user is not covered under a netting agreement with CME.
Note: If you enter a netting program participant name, that name is saved and appears in the list for all subsequent users in your environment.
Applying ICE Market Data Settings
The checkboxes in the ICE Market Data section are used for ICE reporting and do not affect market data access or trading permissions. In non-X_TRADER® ASP environments, these checkboxes are set by administrators, but in X_TRADER® ASP, these checkboxes are set by TT. If you believe your company's users qualify for the ICE support waiver on the X_TRADER ASP platform, please contact TT Onboarding.