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Page Revision: 2011/06/22 14:03
Risk Setup
I. Introduction
This document is for administrators and outlines how to setup users and accounts. It
also covers how to enable risk management and configure risk parameters. All the
user and account administration is done via the website. CTS will provide the firm an
administrator login which can be used for all setup and risk updates. Once the
administrator logs in, he will see the following menu:
Home - View announcements/statements (optional)
Accounts - Create and edit accounts
Users - Create and edit users
Firms - Create and edit Child Firms
Contracts - Enable/Disable contacts and set margin values
Data Files - View data files from previous days
Downloads - Download T4 applications, user guides, etc
Change Password - Change current password
Logoff - Log off the website