Transcript How to Add a New User

Setting Up TGO User Accounts
Creating User Accounts for Other Users
If your company has other users who need to use the Active Orders system, your company’s
Trading Grid administrator can set up user accounts on their behalf. There are two ways that user
accounts can be set up: 1) An administrator creates a user account on the user’s behalf, or 2) an
administrator creates an email invitation inviting a user to create their own user account.
Creating a User Account on a User’s Behalf
With this approach, the administrator accesses the User Management function and creates the
user account on the user’s behalf. The administrator establishes the user’s contact information,
log in credentials, and system privileges. After creating the user account, the administrator should
provide the new user with the system URL and their login credentials.
After logging in to the Trading Grid, the new user should use the My Profile link to update their
Trading Grid password, and establish their Password Recovery questions and answers.
Sending a User Account Self-Registration Email Invitation
With this approach, users create their own user accounts through the Trading Grid registration
system . The administrator uses the user Invitation Tool to establish invitation parameters, define
system privileges, and identify the email addresses that should receive the email invitation.
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To create a user account on behalf of another user:
1)
Choose the Account Manager tab.
2)
Choose the User Management tab.
The system displays the list of user accounts.
Enter the user’s contact information on the left. Create the
user’s initial Trading Grid login credentials on the right.
Choose Next Step.
Enable the check boxes for the Trading Grid
and Active Orders privileges that you want this
user to have.
If you want the user to have all administrative
privileges as well, enable the Account Manager
and Account Administrator check boxes.
Choose Next Step.
The system displays the review page.
After confirming the user’s contact information,
and service privileges, choose Submit.
The system confirms that the user account was successfully
created.
You will need to provide the user with the Trading Grid URL and
their login credentials.
After logging in successfully for the first time, the user should use
the My Profile link to change their password and establish their
password recovery information.
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If you have a lot of additional users that need Trading Grid user
accounts, you may want to create a Trading Grid user invitation.
With this option, you set up an invitation, define the roles the
users with have, and send it to the appropriate email recipients.
To set up a user self-registration invitation:
1)
Choose the Account Manager tab.
2)
Choose the User Management tab.
3)
Choose the Invitation List button.
The system displays the list of existing user invitation. Note that
the Status column for the existing invitation shows that the
invitation has expired.
Open the Actions list, and choose Create Invitation.
On the Invitation Details page, give the invitation a descriptive
name. This is important if you plan to create multiple invitations
for different types of user privileges, or reuse the invitation
frequently.
Email recipients do not see this invitation name.
Choose the Invitation Type, and the Approval Type.
We recommend using the combination of Unique invitation type
with Automatic approval.
The system defaults to a three month period for the expiration
date. If you plan to reuse the same invitation for an extended
period of time, you will typically want to extend the expiration
several additional months or years.
You can use the calendar tool to select the month, day, and year.
Notes are optional. You can use the Notes text box to describe
how you intend this invitation to used.
After completing the Invitation Details page, choose the Next
Step button.
Use the Service(s)/Roles page to enable the check boxes for
the functionality that you want users that receive this invitation to
have when they use the Trading Grid / Active Orders system.
After completing the Service(s)/Roles page, choose the Next
Step button.
On the Recipient Details page, decide whether you have email
recipients that you want to invite now.
• Enter the email addresses that you want to send user
invitations to now, or
• Leave the Email Address box blank, and return to the saved
invitation later to specify recipient email addresses.
Whether you choose the send invitations now or not, you can
always return to a saved (unexpired) invitation later and enter
new recipient email addresses.
We recommend changing the invitation Subject to something
that describes the purpose of the email invitation to the user.
After completing the Recipient Details page, choose Next Step.
The final step is the Review page.
Review the information you have set up
in this invitation. If you entered email
addresses that you are ready to send
invitations to, choose the Send Now
button.
If you left the email address text box
blank and plan to return later, choose
Finish.
The system confirms which email recipients it sent invitations
to, and the Invitation Codes it assigned for tracking purposes.