Manage User

User Help System

Manage User

The Manage User feature allows Administrators to define user access, access trading limit settings, define roles and sub-roles, and grant market permissions based on venue and product category.

To access the Manage User window:

From the User Administration window, right-click a row, and select Manage User login'user name'.

The CME Group Login user ID and CME Group Login status fields identify the user and confirms their log in status.

Use the Access Control section to define whether a user has access to the Trading Client, the CME Direct mobile version, or Web Admin access.

Admins can also assign access control by clicking in the CME Direct and/or CMED Direct Mobile column

Use the Trading Limit Profile field to access the Manage Trading Limits window and create a user (clip size) profile by setting quantity limits on any available products.

Use the Workspace template field to define the market.

Use the Prompt month profile field to assign a profile used to manage restrictions on trading.

Admin Panel User Filters

The Admin panel includes pre-defined filters that Admins can use to display only specific users.

Firm Admins can select from the following filters:

All - Displays all users
New Users - Displays users without User Logins
Disabled Users - Displays users with disabled User Logins
Inactive Users - Displays users with User Logins, but without a retrievable UR Number

Note: Use the Add Custom Filter feature to create your own panel filter by assigning a Name and Color.

Market Permissions

Use the Market Permissions tab to grant users permission to specific products on a particular exchange.

The message bar at the top of the tab lists the exchanges for which the user will be charged.

Customize the displayed list of Market Permissions using the Granted, Name, Venue, Product Category, Charging Exchange, and Permission filters.

To grant products to a user:
From the Market Permissions tab, in the Granted column, select the products you wish to permission to the user.

Note: Users cannot trade products that are not granted to them.

Optional: Right-click in the main grid to select from the following granting options:

Optional: Use the filter fields at the top of the Market Permissions tab to narrow the permissions list. For example, if granting read-only permissions on Ags products specifically, select Agriculture from the Product category list and Read Only from the Permission list.

Roles

Roles permission users to perform certain trading and account functions. Sub-roles offer a subset of permissions when a top-level role is granted. For example, after a user is permissioned as a Privileged Broker, that user can then be granted specific Privileged Broker permissions (e.g. Cancel Company Orders).

Primary Roles apply specifically to a Trader, Broker, or Administrator, while Secondary Roles may apply to any Primary Role.

"Manage" roles (e.g. Manage Globex Orders) does not automatically enable "View" role permissions (e.g. View Globex Orders). The "View" role must be selected separately.

Note: Only particular sub-roles, included in top level roles assigned to a user, can be excluded manually by a Firm Administrator.

To manage user roles:
From the Manage Users window, select the Primary Role tab.

In the Granted column, check one or more top level roles.
To display sub-roles, click the arrow to the left of a top level role.
Select any number of sub-roles as needed.

Note: Non-editable sub-roles will be grayed out.

Note: Use the Filter field to locate specific roles.

Non-editable sub-roles will be grayed out and enabled by default. These non-editable roles vary depending on the top level role currently selected. For example, select Privileged Broker and specific sub-roles for that role become non-editable, while all sub-roles for other top-level roles remain editable.

To exclude a role or sub-role, uncheck the field, and click OK.

Administrators can choose from the following Roles:

Note: Users with regular roles, who are not in a desk, will not have access to desk functionality and can only view/manage their own orders and trades.

Broker-specific Primary Roles

Role	Description
Broker	Basic interactive broker role that allows a user to enter orders and trades, manage their own and desk orders and trades, view their own and desk trades and fills, see market data, send RFQs and provides read-only access to CMED Excel Add-In.
Broker Administrator	Administrative role that allows an Admin to perform standard Broker functions, while providing permissions to cancel orders and trades, manage OTC orders and trades, generate an audit trail, maintain account assignments and configurations, manage a company's trading limits and a desk's broker fees.
Privileged Broker	Advanced broker role that allows a user to enter orders, manage their own and company orders, view all orders and trades entered by other users within a company, see market data, send RFQs and provides read-only access to CMED Excel Add-In.
Privileged Broker Administrator	Advanced Administrative role that allows an Admin to perform Broker Administrator functions, while providing permissions to assign Broker roles to users, cancel company-specific orders, maintain users logins, and manage shared groups.
Privileged Read Only Broker	Advanced read only broker role that allows a user to view (but not enter or manage) company orders, view company trades entered by other users within a company, see market data and provides read-only access to CMED Excel Add-In.
Read Only Broker	Basic read-only broker role that allows a user to see market data and provides read-only access to CMED Excel Add-In.

Trader-specific Primary Roles

Role	Description
Trader	Basic interactive trader role that allows a user to enter orders and trades, manage their own and desk orders and trades, view their own and desk trades and fills, see market data, send RFQs and provides read-only access to CMED Excel Add-In.
Trader Administrator	Administrative role that allows an Admin to perform standard Trader functions, while providing permissions to book OTC trades, cancel desk orders, manage account assignments and configurations, manage company trading limits, and view credit queries.
Privileged Trader	Advanced trader role that allows a user to enter orders, manage their own and company orders, view all orders and trades entered by other users within a company, see market data, send RFQs and provides read-only access to CMED Excel Add-In.
Privileged Trader Administrator	Advanced Administrative role that allows an Admin to perform Trader Administrator functions, while providing permissions to assign trader roles, cancel company orders and OTC trades, maintain users and user logins, manage shared groups, and view company broker fees, orders, and OTC trades.
Privileged Read Only Trader	Advanced read only trader role that allows a user to view (but not enter or manage) company orders, view company trades entered by other users within a company, see market data and provides read-only access to CMED Excel Add-In.
Read Only Trader	Basic read-only trader role that allows a user to see market data and provides read-only access to CMED Excel Add-In.

Secondary Roles

Secondary Roles include Managing Automated Orders (Timed and Price Contingent orders), which are enabled per user by a Firm Admin.

Role	Description
Cancel Mobile Orders	Allows a user to cancel orders entered via CME Direct Trading application when logged in to CME Direct Mobile.
Cancel OEAPI Orders	Required to be able to cancel orders via OE API.
Clearing Member Web Admin	Allows an admin to act as a clearing member, cancel orders, and maintain account assignments.
Create UDS OEAPI	Required to be able to submit requests via the RFQ API.
Manage Auto-Hedged Orders	Grants permission to enter and edit orders that include a hedge leg.
Manage Automated Orders	Allows uses to submit, hold, and cancel Timed and Price Contingent orders as well as manage One Cancel Other (OCO) groups.
Manage Excel Orders	Allows order management via the Excel API.
Manage Mobile Orders	Allows a user to maintain (tick up/down, hold and activate) orders entered via CME Direct Trading application when logged in to CME Direct Mobile.
Manage OEAPI Orders	Required to be able to manage orders via the OE API.
Manage One Cancels Others Groups	Allows users to manage One Cancels Others order groups using the Robot Trader.
Manage Orders via Excel API	Grants full access to create, update and cancel orders using CME Direct Excel Add-In plugin or VBA.
Manage Price Contingent Orders	Grants permission to set price contingency conditions on Futures, which hold or cancel the Future when the price moves outside the defined criteria.
Manage Shared Groups	Allows a user to create groups of contracts on the Trading Grid and make them accessible by other users within a company.
Manage Synthetic Display Qty Orders	Grants permission to enter an Automated Order type that replenishes depleted order quantity and discloses to the market a random number of lots from the total order quantity submitted.
Manage Time Contingent Orders	Allows users to manage Time Contingent Orders using Robot Trader.
OE API Trader	Allows users to create, submit, cancel, and manage orders via the OE API.
Submit Mobile Orders	Allows users to enter orders from a mobile device.
Submit OEAPI Orders	Required to be able to submit orders via the OE API.
View Company Directed RFQs	Allows a user to view Directed RFQs submitted by other users in the company.

Administrators can choose from the following sub-level Roles:

Sub-Level Roles

Sub-Level Role	Description	Broker	Priv Broker	Read-Only Broker	Priv Read-Only Broker	Trader	Priv Trader	Read-Only Trader	Priv Read-Only Trader
Access Audit History	Allows a user to query the Audit History for a specific order
Act as Clearing Member	Allows a user to log in to the Web Clearing Member view
Affirm Company Trades	Allows a user to affirm or reject trades entered by the users in their company
Affirm Desk Trades	Allows a user to affirm or reject trades entered by the users in their desk
Affirm Trades	Allows a user to affirm or reject their own trades
Book Company OTC Trades	Allows a user to enter OTC trades for other users in their company
Book OTC Trades	Allows a user to enter their own OTC trades
Cancel Company Directed RFQs	Allows a user to cancel Directed RFQ requests and responses for other users in their company
Cancel Company Orders	Allows a user to cancel orders entered by other users in the company
Cancel Company OTC Trades	Allows a user to cancel OTC trades entered by other users in the company
Cancel Mobile Orders	Allows a user to cancel orders using CMED Mobile
Cancel OEAPI Orders	Allows users to cancel orders via OE API
Cancel Orders	Allows users to cancel their own orders
Cancel Orders through Web Admin	Allows orders to be cancelled via the Web Clearing Member View
Cancel OTC Trades	Allows a user to cancel their own OTC trades
CME Approved Beta Roles	Allows users the option of monitoring auto-hedged and synthetic orders
Common Roles	The common set of roles granted to all users
Create UDS OEAPI	Allows users to submit requests via the RFQ API
Initiate Directed RFQs	Allows a user to submit Directed RFQ requests
Maintain Account Assignments	Allows a user (Clearing Member) to assign/unassign accounts from a specific user in the Web Clearing Member View
Maintain Client Subscription Group	Allows a user to receive market data subscriptions
Maintain Crosses	Allows a user to enter a CME Globex cross trade
Maintain User Account Configuration	Allows a user to set account/clearing preferences
Manage Auto Hedged Orders	Allows users to manage auto hedged orders using the robot trader
Manage Automated Orders	Allows users to enter automated orders
Manage Broker Fees	Allows a user to manage Broker Fees for OTC trades
Manage Company Broker Fees	Allows a user to manage Broker Fees for company OTC trades
Manage Company Globex Orders	Allows a user to manage CME Globex orders entered by other users in the company
Manage Company OTC Orders and Trades	Allows a user to manage OTC orders and trades entered by other users in the company
Manage Contingent Timed Orders	Allows a user to submit and manage Contingent Timed orders
Manage Desk Globex Orders	Allows a user to manage CME Globex orders entered by other users in the same desk
Manage Desk Broker Fees	Allows a user to manage Broker Fees for desk OTC trades
Manage Desk OTC Orders and Trades	Allows a user to manage OTC orders and trades entered by other users in the same desk
Manage Directed RFQ Entitlements	Allows user to manage entitlements for RFQs
Manage Excel Orders	Allows a user to manage orders via the Excel API
Manage Globex Orders	Allows users to manage their own CME Globex orders
Manage Mobile Orders	Allows a user to modify orders using CMED Mobile
Manage OEAPI Orders	Allows users to manage orders via the OE API
Manage One Cancels Others Groups	Allow users to submit, hold and cancel Time and Price Contingent orders as well as manage One Cancel Other (OCO) groups
Manage OTC Orders and Trades	Allows users to manage their OTC orders and trades
Manage Price Contingent Orders	Allows users to submit and manage Price Contingent orders.
Manage Synthetic Display Qty Orders	Allows users to enter a Qty Variation % when setting the displayed qty for automated orders
Manage Time Contingent Orders	Allows a user to submit and manage Timed Contingent orders.
Moderate Directed RFQ Company Groups	Allows users to maintain Directed RFQ Company Groups that they are a member of
Respond to Directed RFQs	Allows a user to respond to a Directed RFQ request with a quote
Submit Globex Orders	Allows a user to submit CME Globex orders
Submit Mobile Orders	Allows a user to enter orders using CMED Mobile
Submit OEAPI Orders	Allows users to submit orders via the OE API
Submit OTC Orders	Allows a user to submit OTC Orders
Submit RFQs	Allows a user to submit an RFQ or UDS
Synchronize Trades with Clearing	Allows a user to synchronize existing OTC trades with clearing
Use Excel API	Allows a user to use Excel API exposed by the Trading Client
View Broker Fees	Allows a user to view Broker Fees on OTC trades
View Company Broker Fees	Allows a user to view Broker Fees on OTC trades entered by other users in the company
View Company Directed RFQs	Allows a user to view Directed RFQs submitted by other users in the company
View Company Globex Orders	Allows a user to view CME Globex orders entered by other users in the company
View Company OTC Trades	Allows a user to view OTC trades entered by other users in the company
View Credit Query	Allows a user to run a credit query for their account
View Crosses	Allows a user to view Globex Cross trades
View Desk Broker Fees	Allows a user to view Broker Fees on OTC trades entered by other users in the same desk
View Desk Globex Orders	Allows a user to view Globex orders entered by other users in the desk
View Desk Trades	Allows a user to view OTC trades entered by other users in the desk
View Exchange Fills	Allows a user to view CME Globex fills
View Globex Orders	Allows users to view their own CME Globex orders
View Market Activity	Allows a user to view Market Activity
View Market Data	Allows a user to view Market Data
View Org Unit Trading Limit Profile	Allows a user to view company's trading limit profiles
View OTC Orders and Trades	Provides the ability to view OTC orders and trades
View Price History	Allows a user to view price data in the Price History view
View Shadow Price	Allows a user to see view shadow prices on an OTC trading grid