Introduction

Modified on 2011/06/23 08:52 by Brian Murphy (CTS) — Categorized as: Uncategorized

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
FirmsCreate and edit Child Firms
ContractsEnable/Disable contacts and set margin values
Data Files View data files from previous days
DownloadsDownload T4 applications, user guides, etc
Change Password Change current password
LogoffLog off the website