Page History: Setup
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Page Revision: 2011/06/23 09:44
User Setups
Username Login | name for the user. |
Firm | The firm that the user belongs to. This must be the same firm as the accounts that this user will be assigned. |
Enabled | Whether the user is enabled or not. If not then user cannot login. |
Password | he password for the login. |
Retype Password | For security retype password. |
Change Password Required | Requires the user to change their password the next time they login. |
Firstname | The users first name |
Lastname | The users last name |
Billing Reference | Optional. Data entered here will appear on the invoice along with the username. |
Company | Optional for firms |
Phone | Optional for recording user information |
Email | Optional for recording user information |
Home page message | A message to display to the user when they log into the website. |
Roles for the User |
Administrator | Select this if the user should see and administer all |
Risk Manager | elect this if the user should see all users and |
Trading | Select this if the user should be allowed to submit |
Pit Trades | Select this if the user is allowed to enter pit trades. |
Queue Orders | elect this if the user should be granted access to |
Modify Orders | Select this to allow users to modify a queued order |
Data Fills | elect this to allow a user to have access to a |
Allow Time Entry screen | Select this to allow access to Pete Steidlmayer's |
Allow Strategy screen | Select this to allow access to the Strategy screen |
Allow Chart data | Select this to allow access to historical chart data |
Some roles may not be displayed if the firm itself has not been granted access to those
roles.
Save the user then the remaining areas will be populated to finish the setup. For the
changes to take effect the user must logoff and logon again.
Select the applications this user can see:
Now click the link to edit the applications that the user can access. A list of all the
applications that the firm has permission for is displayed. Select any that a user needs.
To access the website, a user will need T4Website, to access the trading frontend,
T4Screen, and T4WebTrader to access T4 WebTrader or T4 Mobile. Save the
changes and click the link to return to the user details.
Select the data files this user can see:
If the user needs access to any data files, select them here. Save the changes and click
the link to return to the user details.
Select the accounts this user can see:
Click the link to select the accounts that the user can access. If the user is an
Administrator or Risk Manager then there is no need to do this, but for all other usersselect the accounts that the user should have access to. Save the changes and click the
link to return to the user details.
If you want the user to be able to see all accounts in their firm, select the all accounts
checkbox.