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
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.