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A breakdown of users and activity

Admin users can manage the user accounts of other team members through the Users page. This page is found by clicking Config at the top of the page, then selecting this page in the drop-down menu. The page is broken up into the following tabs, displayed near the top left of the page:

  • Users · This tab displays a list of users who have access to the channel. Administrators can create a new user, invite team members to start using Trading Programs and delete users. Admin users can also use this tab to set and edit existing user access permissions.
  • Activity · This tab allows admin users to monitor user activity in their channel by searching for activity using several filters (please see the screenshot below). Admin users can preview the result of their search through the Activity log, or to download all activity records that match their criteria as a CSV file.

When on the Users tab, clicking on a user in the listing will show a panel on the right-hand side of the screen. This is where identifying or contact information can be seen and edited. This panel also lets an admin user decide some high-level access settings to grant to a user.

Some settings will depend how the channel has been configured. For instance, an admin user can set a user as client admin, grant access to permitted program line types or set an opt out of workflow emails.

Depending on your channel configuration, it may be also possible to set permitted client divisions and filter IP addresses for a user here. The right panel of the Users tab also displays what custom modules a user can access; an admin user can set which custom modules they would like another user to access here.

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