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
-
Server Administration
- 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
- Reports
-
Tutorials
- 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
- Appendix
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...
- Select
(Users) from the TT User Setup Control Panel.
The Users window appears.
- Highlight the row of the user for whom you want to create customer defaults.
- Click Edit.
The Edit User window appears.
- 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.
- Highlight the <DEFAULT> customer
row and click Edit.
The Edit Customer Default window appears.
- 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.
- 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.
- Assign a default customer account for entering On-Behalf-Of orders, if needed.
- Assign a default TT Gateway connection (i.e., login) in the Connection field, if needed.
- 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.
- On the Edit Customer Default window,
click Save and Add New.
Your customer default record appears in the Edit User window.
- Repeat Steps 6-11 and create several more customer default records.
- 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...
- Select
(Users) from the TT User Setup Control Panel.
The Users window appears.
- Highlight the row of the user for whom you want to create customer defaults.
- Click Edit.
The Edit User window appears.
- 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.
- Click New.
The New Customer Default window appears.
- In the Customer field, enter a unique identifier (e.g. CUST1).
- 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.
- Check the Selected option to enable the customer default.
- Click Save and Add New.
- Repeat Steps 6-9 until multiple Customers have been created.
- Click Save.
You have successfully set up customer default records for multiple customers.