User Help System

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User / Firm Administration

User Administration functions enable authorized front, middle, back office administrators to manage user access to applications and services.

Permissions assignment begins with the Entity Officer (for Futures & Options) and Designated Person (for BrokerTec) who has direct contact with CME Group's Global Account Management to request services. Both roles can be performed by the same individual.

Self-Service Application Roles

The entity officer / designated administrator will receive entity-wide administration privileges for self-service applications and is responsible for assigning front / middle / back office application permissions to themselves and additional users, including:

Admin Manager: The Entity Officer entitles at least two Front / Middle / Back Office Admin Managers to manage user application permissions.
Application or Service Administrator: The Admin Manager or Entity Officer specifies assigns an Application or Service Administrator to manage application user access and assign permissions to use, submit and approve self-service requests submitted by entity users.
Application Users: Admin Managers and / or Application Administrators assign user entitlements for users to access self-service applications to view and manage entity details.

Accessing User Administration

To access User Administration:
From the Customer Center menu, select Administration > User Administration.

On the Search Entitlements page, the following options are available:

Search Entitlements: Search existing users, to view or manage entitlements.

Prior to adding users or entitlements, perform a search and verify currently assigned firm and user entitlements.

Fields are optional and partially entered criteria return all matching results.

Entity - The clearing firm, designated on the CME Customer Center Self Service Agreement, at which the user will be entitled.
Application - Self-service user administration applications.
Profile - Based on assigned entitlements for all available applications, firm-wide.
Status
User - CME Group Login User ID, Name, Email address.

Column / View Settings

Clear - To clear results and perform a new search.
Sort - Sort the selected column in ascending / descending order.
Column Settings() - Show / hide columns, by selecting / deselecting checkboxes.

Expand Scope (): To view entitlement details.

Revoke (): Select, then confirm the deletion / revocation.

Edit (): In the Edit Entitlement window that appears, expand the user's entity entitlement to view and edit assigned privileges.

After making updates, select Save.

Note: Entities cannot be edited from this screen.
To change the entity, delete the user entitle and create it again.

Add Entitlement: Add application entitlements for one or more users.

Copy Entitlements: Prior to copying, the new user must have a valid CME Group Login. Select the User and Profile, which applies the selected user's entitlements for the new user.

Revoke All: Revokes all user entitlements for the selected user.

EBS Application Roles

The following list illustrates Application Roles that can be assigned to CME Globex - EBS users.

Application	Profile / Entitlement	Front Office	Back Office
CME Customer Center - User Administration	Admin Manager Application Administrator	x	n/a
Firm Administrator Dashboard - Self Match Prevention	Firm Admin Dashboard - Update - all Firm Admin Dashboard - Update - partial	x	n/a
Firm Administrator Dashboard – SOx reports	Firm Admin Dashboard - SOx reports	n/a	x
FirmSoft	Order Management – Order Inquiry + Cancel: View detailed order information including fill information and order cancel / replace history. Privileged Trader: Users with the EBS GFE privileged trader role can cancel an individual order, multiple orders, all working orders and mass quotes. Access can be restricted by firm, account and / or Order Entry Session.	x	n/a
Globex Firm ID	Request Center – GFID Full Access Request Center – GFID Read Only	x	x
Globex User Signature	Request Center - GUS Full Access Request Center – GUS Read Only	x	n/a
Order Entry Sessions	Request Center – EBS Order Entry Full Access Request Center – EBS Order Entry Read Only Access	x	n/a
Drop Copy Groups	Request Center – EBS Drop Copy Full Access Request Center – EBS Drop Copy Read Only	x	n/a
Market Data sessions	Request Center – EBS Market Data Full Access Request Center – EBS Market Data Read Only Access	x	n/a

BrokerTec Application Roles

The following list illustrates Application Roles that can be assigned to CME Globex - BrokerTec users.

Application	Profile / Entitlement	Front Office	Back Office
CME Customer Center - User Administration	Admin Manager Application Administrator	x	n/a
Firm Administrator Dashboard - Self Match Prevention	Firm Admin Dashboard - Update - all Firm Admin Dashboard - Update - partial	x	n/a
Firm Administrator Dashboard – SOx reports	Firm Admin Dashboard - SOx reports	n/a	x
FirmSoft	Order Management – Order Inquiry + Cancel: View detailed order information including fill information and order cancel / replace history. Privileged Trader: Users with the BrokerTec GFE privileged trader role can cancel an individual order, multiple orders, all working orders and mass quotes. Access can be restricted by firm, account and / or Order Entry Session.	x	n/a
Globex Firm ID	Request Center – GFID Full Access Request Center – GFID Read Only	x	x
Globex User Signature	Request Center – GUS Read Only	x	n/a
Algorithmic Trading	Request Center – BrokerTec ALGO Full Access Request Center – BrokerTec ALGO Read Only	x	n/a
Order Entry Sessions	Request Center – BrokerTec Order Entry Full Access Request Center – BrokerTec Order Entry Read Only Access	x	n/a
Drop Copy Groups	Request Center – BrokerTec Drop Copy Full Access Request Center – BrokerTec Drop Copy Read Only	x	n/a
Market Data sessions	Request Center – BrokerTec Market Data Full Access Request Center – BrokerTec Market Data Read Only Access	x	n/a

Futures & Options Application Roles

The following list illustrates Application Roles that can be assigned to CME Globex - Futures & Options users.

Application	Profile / Entitlement	Description	Front Office	Middle Office	Back Office
CME Customer Center - User Administration	Admin Manager	Manages the Registered Entity’s Application Admins and users. Approves self-service requests that require admin manager authorization. Removes access for end-users that no longer require access. Note: For registered entities, at least two Admin Managers are required. To access applications admin managers must also assign application entitlements to themselves.	x	x	x
	Application Administrator	Manages user access requests. View entity, user and contact information. Note: To access applications admins must also assign application entitlements to themselves.
Asset Management Firm	Asset Management Firm - Update	View asset / currency summary, details and transactions status. Enter and manage asset pledges, amendments, withdrawals and view transactions status.	x	n/a	x
	Asset Management Firm - Read Only	View asset and currency summary and detail, including transaction status.
	Scope	Specify the Clearing Organization, Product Exchange and Clearing Firm data that the user can access See example
Settlement Firm	Settlement Firm - Read Only	View asset / currency summary and detail, including asset transactions status, currency requirements and settlement variation.	n/a	n/a	n/a
	Scope	Clearing Organization, Product Exchange and Clearing Firm data that the user can access See example
DeliveriesPlus	Deliveries - Update	Provides clearing firm users with inventory and delivery management capability for CME Group contracts.	n/a	n/a	x
	Deliveries - Read Only	Provides clearing firm users the ability to inquire and view inventory and delivery information of their CME Group contracts.
	Scope	Clearing Organization, Product Exchange and Clearing Member Firm and Trading Firm that the user can access Selecting ALL enables user access to all trading firms that are available to the selected Entity, Clearing Organization, Exchange and Clearing Member Firm. See example
Firm Administrator Dashboard	Firm Administrator Dashboard - Update - All	View specialized reports in the Firm Administrator Dashboard (FADB), which contains information for all Executing firms cleared, including: clearing mapping, iLink session IDs, Firm Registered Contacts, FirmSoft Users & Entitlements, Cancel On Disconnect, Firm Admin Dashboard Users, Messaging Efficiency Contacts and GCC Outbound Contacts. View iLink session passwords in the Firm Administrator Dashboard (FADB). Enable / Disable Cancel on Disconnect (COD) functionality. Add, modify, and delete Clearing and Executing Firm Messaging Efficiency Program (MEP) contacts. View messaging metrics for CME Globex Messaging Efficiency Program. Submit CME Globex Messaging Efficiency Program Request for Waivers (RFW). Request Self-Match Prevention IDs. View iLink session stats.	x	n/a	x
	Firm Administrator Dashboard - Update - Partial	Enable / Disable Cancel on Disconnect (COD) functionality. View messaging metrics for CME Globex Messaging Efficiency Program. Submit CME Globex Messaging Efficiency Program Request for Waivers (RFW). Request Self-Match Prevention IDs. View iLink session stats.
	Firm Administrator Dashboard - View - SOx Report	View iLink Session statistics. Available for CME Globex Futures & Options only.
	Scope	Execution Firm (For Update-All entitlement), Globex Firm ID (For Update-Partial entitlement) that the user can view / manage. See example
FirmSoft	FirmSoft - Order Inquiry and Cancel	Users can view orders, order status and cancel an individual order, group of orders, working orders and mass quotes.	x	n/a	n/a
	FirmSoft - Order Inquiry	Users can view orders and order status, fill / aggregate fill details.
	Scope	In the Privilege field, select the entitlement to assign to the user(s). Execution Firm (GFID), Privileges, Account Restrictions, Operator ID Restrictions, Session Restrictions that the user can view / manage; no entry (blank) entitles the user to access all available data. See example
Risk Management Tools	Risk Management Tools - Full Access	Clearing Member Firm or registered entity user that can view and manage CME Group Risk Management Tools functions: CME Globex Credit Controls, Access Manager, Kill Switch, Risk Management Interface.	n/a	x	n/a
	Risk Management Tools - Partial Access	Executing Firm Risk Administrators, at non-clearing member firms that can access and operate CME Group Risk Management Tools functions: Kill Switch.
	Example
Drop Copy Groups	Drop Copy Group - Full Access	Create and manage Drop Copy requests.	x	n/a	n/a
	Drop Copy Group - Read Only	View Drop Copy group details.
	Example
Globex Firm IDs	Globex Firm IDs - Full Access	Create and manage Request Center - GFID requests.	x	n/a	n/a
	Globex Firm IDs - Read Only	View Request Center - GFID requests at the specified entity / firm.
	Example
iLink Order Entry Sessions	iLink Sessions - Full Access	Create and manage Request Center - iLink Order Entry sessions.	x	n/a	n/a
	iLink Sessions - Read Only	View Request Center - iLink Order Entry sessions.	x	n/a	n/a
	Example
Operator IDs	Operator ID Full Access	Register new Operator IDs, create ATS teams and manage team members.	x	n/a	x
	Operator ID Permissions	Entitle execution firms to view Operator IDs, associated with their Registered Entity.
	Operator ID View	View Request Center - Operator ID Operator ID details.
	Example