User Roles
Users are assigned a ‘role’ within their Organisation and/or Legal Entity on account creation, as either an Admin or Member. The current roles and access permissions available on skewTrading. are as follows:
- Organisation Administrator: A user that can trigger and complete new onboarding applications for new Legal Entities only. Note - Organisation Admins cannot share onboarding applications (i.e. no other user will have access to the information pertaining to an onboarding application they did not trigger);
- Legal Entity Administrator A Legal Entity administrator has full access to, and control over, the Entity’s trading account, authorised persons and sub accounts. This user can:
- Amend CME exchange and clearing information at the entity, sub account and authorised persons level
- Set limits at the organisation, sub account and authorised persons level
- Create sub accounts and assign personnel
- Amend the function (i.e. trader or read only)
- Add or remove Authorised Persons, and assign other Admins
- Trading Member: An ordinary trading member that may execute trade for one or multiple trading entities
- Non-Trading Member: A user that has read only access to the Legal Entity, i.e. for Operations or Compliance purposes
How to Add Authorised Persons
Organisation Administrators can add other users to the role only. Org Admins may additionally hold the role of Legal Entity Administrators.
Legal Entity administrators can iInvite new trading and non-trading members to join skewTrading.:
- You can add new persons to your firm by simply selecting 'New +', at the top of the user list. The person will be notified base on the email address that is provided.
- Per the above screenshot, you can tToggle whether a person has ‘read-only’ or ‘trader’ access by switching the relevant tab as required;Certain members may wish to set up accounts for their Operations or Compliance, or other similar functions. Users allocated as Admins and assigned as ‘read-only’ will have full access to manage the trading account but will not submit or respond to RFQs.
Limits
Legal Entity Admins can sSet limits forat thean authorised persons in their trading accountlevel. Please note, by default, this will be set to the limits at the organisation level. Limits cannot be in excess of those of the organisation. User limits will be determined by the Legal Entity. If a user exceeds their limits on Legal Entity A, they will still be able to trade on Legal Entity B, inline with the following clarification:
- Users can be associated with one or more Legal Entities. User’s limits can vary between Legal Entities
- Users cannot trade higher than either:
- The limits of the Legal Entity that they are trading on behalf of; or
- The limits of the Sub Account that they are trading into
- When a User is added to a new legal entity, they are automatically assigned the minimum value of their limits across legal entities of which they are apart (i.e. if a user is a member of 2 entities, and has a limit of USD1mm and USD 2mm, if they are added to a third entity, their limit will be 1mm by default).
- User limits can be toggled and tweaked per legal entity
- Trading on one legal entity will not diminish a User’s limits on another legal entity - If a User has reached their limit on one Legal Entity, they will still be able to trade up to their entire limit for another legal entity
Attributes
Attributes are your exchange credentials and will be required when registering a trader for CME trading activity. The Trader ID for the Admin user will be set when we create your account. It will not be set for any new trading members and this must be done when inviting a new member.
- Please note, any person that wishes to trade on the skewTrading. platform must have their own, unique skewTrading. account and CME Trader ID. Login information cannot be shared across multiple members;
- Please contact your FCM directly if you require confirmation of your CME Trader ID.