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
X_TRADER® ASP Overview
What is X_TRADER® ASP?
X_TRADER® ASP is a TTNET-hosted solution that provides buy-side clients (X_TRADER, XTAPI, TT API, and FIX clients) with high-performance trading access to multiple brokers, through a single instance of X_TRADER and/or FIX client. This solution can be implemented with minimal setup, administration, and hardware overhead at the client and broker sites.
X_TRADER® ASP provides the following benefits to buy-side clients:
- Allows buy-side clients to do business with any broker, and allows any broker to do business with any client, without any variability in hardware specifications, latency, proximity to exchange, software specifications, redundancy/survivability, etc. No one broker, or client, has an advantage.
- Allows administrators to add or remove brokers without switching applications or computers.X_TRADER® ASP allows the client to route orders to multiple brokers through a single application over a single circuit.
- Prevents a broker from viewing orders placed with other brokers.
- Provides resiliency at the broker level. If one broker’s infrastructure is experiencing problems, buy-side clients can trade through other brokers.
Buy-Side Management Tasks Overview
Buy-side administrators use the TT User Setup web client to create and manage buy-side traders. This includes:
- Creating usernames for their traders.
- Configuring the trader’s broker permissions, user level credit limits, certain application properties like staged order and algo deployment permissions, whether or not a user is locked out after inactivity, and any custom data fields.
- Configuring a user as a buy-side administrator.
- Forcing a user to log off.
- Changing a user’s password.
Buy-side administrators can also view, but not edit, the system settings configured by the TT administrator.
Sell-Side Management Tasks Overview
Sell-side administrators (brokers) use TT User setup to configure how traders are allowed to trade with them. This includes:
- Configuring risk limits and setting up Account-Based Risk.
- Creating gateway logins, customer defaults, and account defaults.
- Enabling and disabling application properties like wholesale trades and DMA order creation.
- Enabling and disabling product group permissions.
- Managing accounts.
TT Management Tasks Overview
Trading Technologies administrators configure system administration settings that apply to the whole environment. This includes:
- Creating the initial buy-side and sell-side administrators.
- Setting the password change, complexity, reuse, and expiration rules.
- Creating and configuring FIX Adapter Servers.
- Creating and configuring companies.
- Managing currency rates.
- Creating rules that determine which version of software a user must have to log in.