TT User Setup Documentation
- Getting Started
- User Administration Basics
User Administration: Administrative Users
- Creating and Editing Administrative Users
- Creating a Super Administrator
- Creating a Broker Administrator - X_TRADER ASP
- Allowing Buy-side Administrators to Manage Product Limits (X_TRADER ASP)
- Creating a Group Administrator (non-X_TRADER ASP only)
- Creating a Gateway Login Administrator (non-X_TRADER ASP only)
- Creating a Password Administrator (non-X_TRADER ASP only)
- Creating a View Only User
- Creating a Collect Log Files Only User
- Configuring the Outgoing Email Settings
User Administration: X TRADER® Or X RISK® Users
- Creating and Editing X_TRADER or X_RISK Users
- Applying Basic User Properties
- Customizing Billing Data for a User - X_TRADER ASP only
- Configuring User Risk Settings for a User
- Setting Application Permissions
- SettingTrade Permissions
- Creating and Managing X_TRADER Customer Defaults
- Customer Defaults and Algo Defaults MiFID II
- Allowingor Blocking Product Groups for Specific Markets
- Applying X_RISK Permissions
- Creating a New Gateway Login through the Users Window
- Generating a Gateway Login for all Gateways
- Assigning Gateway Logins to a User Through the Users Window
- Setting Account Permissions
User Administration: FIX Adapter
- TT FIX Adapter and TT User Setup Overview
- Setting Up a TT FIX Adapter Server (non-X_TRADER ASP)
- SettingUp a FIX Adapter Client User
- Setting Up an AccountDefault
- FIX Adapter Account Defaults MiFID II
- Assigning TT FIX Adapter Client(s) to a FIX Adapter Server
- Allowing or Blocking Product Groups for a FIX Adapter User
- User Maintenance
- Gateway Login Administration Basics
Creating Gateway Logins
- Creating a New Gateway Login
- Assigning the MemberGroupTrader ID
- Disabling Start-of-Day Records
- Assigning Gateways to Gateway Logins
- Mapping a TTORD to an Exchange Trader
- Adding Gateways to Existing TTORDs
- Assigning Accounts
- Configuring Risk
- AssigningUsers to a Gateway Login
- Editing a User's Gateway Login Attributes
- Assigning Gateways to Multiple Gateway Logins
- Account Group Administration
- Account Administration
- Order Passing Group Administration (X_TRADER ASP)
- Gateway Login Risk Administration
Account And Account Group Risk Administration
- Adding Account-Level Risk Checking
- Adding Account Group-Level Risk Checking
- Creating Product Limits for Accounts and Account Groups
- Enabling Duplicate Order Check for Accounts and Account Groups
- Creating Contract Level Overrides
- Contract Limits Overview
- Creating Margin Limits for Accounts and Account Groups
- Applying Account-BasedRisk to Wholesale Trades
- Configuring Wholesale Order Overrides
- Copying Product Limits to Additional Accounts or Account Groups
- Copying Account-Based Product Limits to Additional Gateways
- Copying MGT-based Product Limits to Account-Based Product Limits
- User Level Risk Checking
- User Group Administration
- Publishing To Guardian
- Disabling Trading for a Trading Environment
- Collecting Log Files
- Using Version Control Rules
- Resetting the Guardian Exchange Tree (non-X_TRADER ASP only)
- Editing the Currency Exchange Rates
- Adding and Deleting Currencies
- Editing Product Margins
- Viewing and Clearing Product Margin Conflicts
- Viewing and Publishing Licenses
- Migrating Users to a New Gateway
- Understanding Server Messages
- System Settings
- Enabling Two-factor Authentication
- How to Setup a New User Who Will Trade Using a TTORD Gateway Login
- How to Map an Additional Gateway Login to an Existing TTORD User
- How to Set Up an Administrator Who Uses Both X_RISK and TT User Setup
- How to Set Up a Third-party Risk Administrator
- How to Create a New User by Copying an Existing User
- How to Assign Existing Product Limits to Other Gateway Login IDs Simultaneously
- How to Change Multiple Product Limit Values Simultaneously
- How to Set Up Customer Defaults
- How to Update Customer Defaults Across Multiple Users Simultaneously
- How to Change the Message Users Receive When Their Logins Fail
- How to Use Wildcard Characters in Filters
- How to Set Up a Tiered Administrator
- How to Set Up a Drop Copy TT FIX Adapter Server and Corresponding FIX Adapter Clients
- How to Set Up an Order Routing TT FIX Adapter Server and Corresponding FIX Adapter Clients
- How to Set up a User for Autospreader SE or Synthetic SE
- Creating TT SIM Credit Limits and Product Limits
Introduction to TT User Setup
You are viewing TT User Setup Version 7.17 and higher. For earlier versions, click here
TT User Setup serves as the central location for managing all TT Users, their gateway login information, their risk, and more.
Administrators create new usernames and passwords and configure various contact information, user login properties, X_RISK permissions, X_TRADER customer defaults, product limits, and product group permissions. Administrators also assign usernames to gateway logins as needed. Users then log into TT applications with this username.
Gateway Login Administration
Gateway logins consist of Member, Group, and Trader IDs (MGTs) and the corresponding gateways. These MGTs can be used to log into a gateway/exchange.
Administrators assign usernames created in TT User Setup to gateway logins (MGTs and associated gateways). Users log into TT applications (such as X_TRADER) with the unique username and password created by the Administrator.
Risk administration allows you to set limits on maximum order quantity, additional margin, maximum position, etc., as well as establish parameters for credit, ignoring P&L, allowing trading, currency, etc.
Account/Account Group Administration
Administrators create accounts, which they can assign to an account group. Per account or account group, administrators can determine which products are trade-able, specify various limits on maximum order size and position per product, and configure additional margin per product.
TT User Setup supports several levels of Administrator permissions:
- Super Administrator: Provides complete access to TT User Setup functionality.
- Group Administrator: Provides permission to view, edit, and create users, gateway logins, and accounts that exist in one of the user groups the administrator is designated to manage. Also provides the option to prevent a group administrator from creating or editing direct trader gateway logins, as well as from assigning those logins directly to traders.
- Gateway Login Administrator: Provides permission to assign gateway logins and gateway login attributes to users in the user groups the administrator is designated to manage.
- Password Administrator: Provides permission to unlock users and reset passwords for some user groups or all user groups.
- View Only: Provides permission to view users, gateway logins, and accounts that exist in one of the user groups the administrator is designated to view. View-only Administrators can also view system settings, and relevant diagnostic checks.
- Collect Log Files Only: Provides permission to collect any log files in the trading environment, including log files containing sensitive trading information. This user cannot view or edit any user or system settings.
From the System Settings window, administrators can configure the login rules, set password rules and restrictions, set the default behavior for newly added product groups, configure automatic diagnostics, and enable and configure FMDS for the system.
From the Version Rules window, administrators can create and manage rules that reject logins or warn users when the users is attempting to connect to TT User Setup with a specific version of X_TRADER or X_RISK
Administrators can also Collect Log Files from other machines on their gateway, reset the Guardian exchange tree, and edit currency tables.
FIX Adapter Administration
Administrators can create TT FIX Adapter Order Routing Servers, FIX Adapter Drop Copy Servers, and their corresponding FIX Adapter client users. Administrators also assign FIX Adapter servers and clients login information, contact information, gateway logins, and FIX Adapter account defaults.
Administrators can view the list of users that are connected in an environment, an audit trail of the changes to the database, and various additional reports that list user and system information. These reports can all be exported to CSV or HTML.
Users (either logged in or not) can also monitor Server activity and status using the Server Messages, TT User Setup Servers and Environment Server Status windows, which provide updates on login attempts, server up/downs, error conditions, active servers in your environment, etc.