| Firm | name of the firm |
| Description | A more detailed name of the firm |
| Enabled | Must be checked off to make the firm active ( Optional ) |
| Brand Name | Enter if there is a Brand name for the firm ( Optional ) |
| Alias | An alias name for he firm ( Optional ) |
| Statements | Check the box if this firm receives a statement from CTS |
| Salesman | The salesman for the firm |
| Has Live/Sim firm | Check if firm has both a live and sim environment |
| Home page Message | Type a message here that will be displayed on the firms homepage |
| Max clip size | The maximum clip size that an admin within this child firm can set on an account or account contract |
| Max position | The maximum position that an admin within this child firm can set on an account or account contract. Leave blank for no restriction |
| Editable Margins | Whether the child firm admin can edit any margin values such as account margin %, contract margin rates |
| Risk management Enabled | Whether firm level margining can prevent order submission on child firm accounts |
| Omnibus Account | The back office omnibus account number to import the Net Liquidating Balance from for this child firm as a whole |
| Net Liquidating Balance | This should include any P&L for existing overnight positions |
| Alert Emails | Comma seperated list of email addresses to send alerts for accounts in this firm to |
| Alert Repeat Delay | The minimum time in minutes between successive alerts being raised for a single account |
| Expire Exchange Access | Expire account access to exchanges that only allow limited time access |
| Roles for the User |
| Trading | Allow the firm to make trades |
| Pit Trades | Allow the firm to enter pit trades |
| Queue Orders | Allow the firm to queue orders for later execution |
| Modify Orders | Select this to allow users to modify a queued order |
| Self Registration Data | Allow access to all self registration data |
| Refer Self Registration Data | Allow access to referred self registration data |
| Allow order routing | Allow API to route orders for other users and accounts |
| Allow Time Entry screen | Select this to allow access to Pete Steidlmayer's |
| Allow Charts | Allow users access to 1 minute and above chart data and some studies. $95 monthly minimum fee applies |
| Allow Advanced Charting | Allow users access to historical chart data, all studies, market profile and news. $200 monthly minimum fee applies |
| Exec Quotes Only | Only allow users to see exchanges that their accounts have Executing groups set for |