Adding Traders: Enter data in the following fields in the top left of the window. Make sure the grey box says New.
Trader: Enter the User ID of the trader. User Ids may contain up to 10 characters, including letters and/or numbers.
•Trader: Allows the individual client to access his or her own account(s).
•Manager: Allows view only access to all account and trade information, for all accounts designated within a branch. The Manager logon has the ability to enter orders and execute trades directly in accounts within branch.
•Manager (no branch): Similar to the Branch Manager, but when no Branch is assigned, the logon has view only access to the entire Firm.
•Admin: The Branch Admin logon has absolute authority to to view and edit all the of branch’s data.
•Admin (no branch): The highest level of authority, the DAS Admin logon has authority to view and edit all of the firm’s data. Additionally, this type of Admin user can have the permission ‘Super Admin’ which allows it to edit the permissions of other admin users.
Status Located to the right of the Type field. Choose the appropriate status: Open, Close or Delete.
Br# Select the appropriate branch for the Trader Logon from this dropdown menu.
Clr: Click to clear all fields for the purpose of filtering.
Filter: First clear data fields, then filter by Trader, Type, Status or Branch.
Sorting: To sort an entire column, left click on the column title, highlighting it. Click Sort. Repeat to sort in reverse.
Notice the person and location icons. You may enter Trader contact and address information here if you do not have a separate back office location where you store thins information. Left click on the icon and while holding down the mouse button, drag the cursor over the information window and release the mouse button. Additionally, notes may be recorded in the white field on the right.
ExBr: Gives admin or manager user access additional access to another branch.
Security Prompt: For your reference only. May be initials of user creator or security question to ask client when resetting his/her password.
CLICK COMMIT WHEN DATA ENTRY IS COMPLETE!
Check Shortlist: When checked, all short sale orders must pass the firm’s short list for compliance.
Check Buyingpower: When checked, subjects the order to the account’s buying power restrictions.
Check Position for Sell: When checked, the account must hold the position in order to enter a long sell order.
MM Route: If your firm provides access to direct market maker connections, a check in this box will allow the logon to send orders to those destinations.
Deal Control—Modify: Allows Admin user to edit deals.
Deal Control—View: Allows Admin or Manager to view deals.
Feed Control: Allows Admin or Manager to edit which data feeds a user receives.
View only: Permits Admin or Manager for viewing of firm data; disables trading.
Data Feed Permissions: Enables selected user for each data feed. Keep in mind that these incur monthly charges as soon as you turn it on, so plan accordingly. Note: Options Level 1 is required for Options Chain even if Options Level 2 is selected.
Pro Feed: Indicates the data recipient is a professional user.
Admin Feed: Indicates the logon is for administration purposes.
Branch Pay Feed Indicates the Branch, not the customer account is billed for data.
Plugin Feed: Necessary permission for DAS Plugins, such as the DDE Link.
API – C/C++; .Net; Client version: Enables API usage for selected user.
Advanced Chart: Enables user to draw Fibonacci lines, etc. on charts.
Allocation Enable: Allows Admin to use the Allocation feature.
Allow Cancel/Replace: Allows user to send replace orders using the RPL button in the montage.
Disable PRO Frontend Access: Must be checked off if you want selected user to be billed as a web user.
Enable iDAS Access: Gives access to iDASTrader for Level 1 and Web users. Users receiving Regional or Totalview data automatically receive free access to iDASTrader.
Risk Management View: Allows Admin or Manager viewing access to risk management.
Risk Management Update: Allows Admin editing abilities for risk management.
Super Admin: Allows selected admin user to edit permissions of other admin users.
Enable Scanner: Allows the trader to use DAS Scanner
CLICK COMMIT WHEN CORRECT USER PERMISSIONS ARE ASSIGNED