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Page Revision: 2011/06/22 15:03
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 |