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Adds Tutorial for TT User Creation
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AlexCatarino committed Aug 8, 2024
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<? include(DOCS_RESOURCES."/brokerages/create-credentials/trading-technologies.html"); ?>
66 changes: 66 additions & 0 deletions Resources/brokerages/create-credentials/trading-technologies.html
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<p>Follow these steps to create your TT user name, account name, routing sender, session password, app key, and app secret:</p>

<h4>Sign in</h4>
<p><a rel='nofollow' target='_blank' href='https://id-uat.tradingtechnologies.com/signin'>Sign in</a> to your TT account. If you don't have an account, follow the <a rel='nofollow' target='_blank' href='https://id.tradingtechnologies.com/register'>account creation wizard</a> on the TT website to create one.</p>

<h4>Add New User</h4>
<ol>
<li>On the <a rel='nofollow' target='_blank' href='https://setup-uat.trade.tt/signin'>setup</a> page, click the <span class="button-name">+ New User</span> button.</li>
<li>In the <span class="page-section-name">New User</span> dialog, select the radio button that corresponds to user's employment status to your company.</li>
<li>Fill the new user form. You must observe the following:</li>
<ol>
<li>Provide a username.</li>
<li>In the <span class="page-section-name">Status</span> section, select "TT Pro" from <span class="page-section-name">Trade Mode</span> drop-down menu.</li>
<li>In <span class="page-section-name">Advanced Settings</span> section, select "Can create TT Rest API Key" and "Can create TT.NET SDK Client Side key".</li>
</ol>
<li>Click the <span class="button-name">Create</span> button.</li>
<li>Select the new user in the table to open their settings. In the <span class="page-section-name">Status</span> section, click the <span class="button-name">Send Invitation</span> button.</li>
</ol>

<h4>Create App Keys</h4>
<ol>
<li>Select the <span class="page-section-name">App Keys</span> tab and click the <span class="button-name">New</span> button.</li>
<li>In the <span class="page-section-name">Create New Application Key</span> dialog, provide a application key name, select "TT REST API" in the <span class="page-section-name">Application Key Type</span> drop-down menu, and "Usage Plan - Free" in the <span class="page-section-name">Application Key Usage Plan</span> drop-down menu.</li>
<li>Click the <span class="button-name">Copy Secret to Clipboard</span> button, and paste it to a text editor.</li>
<p>The text contains the App Key and App Secret separated by a colon. For example, a79b17df-b249-45a1-9d12-d5bbd2964626:424cc666-42aa-4125-a48e-13f630afd5a1.</p>
<li>Close the dialog.</li>
</ol>

<h4>Create Account</h4>
<ol>
<li>On the left-side panel, click on <span class="button-name">Accounts</span> to open the <span class="page-section-name">Accounts</span> page.</li>
<li>On the <span class="page-section-name">Accounts</span> page, click the <span class="button-name">+ New Account</span> button.</li>
<li>Fill the new account form. You must observe the following:</li>
<ol>
<li>Provide an account name or number.</li>
<li>Select the parent account from <span class="page-section-name">Parent</span> drop-down menu.</li>
<li>Select the "Routing (external clearing)" from <span class="page-section-name">Type</span> drop-down menu.</li>
</ol>
<li>Click the <span class="button-name">Create</span> button.</li>
<li>To associate the account to the user, click on the <span class="page-section-name">Users</span> tab, and then click the <span class="button-name">Add</span> button.</li>
<li>In the <span class="page-section-name">Select Users</span> dialog, select the user, and click the <span class="button-name">Select</span> button.</li>
</ol>

<h4>Create FIX Sessions</h4>
<ol>
<li>On the left-side panel, click on <span class="button-name">More</span>, and then click on <span class="button-name">FIX Sessions</span></li>
<li>On the <span class="page-section-name">FIX Sessions</span> page, click the <span class="button-name">+ New FIX Session</span> button.</li>
<li>Fill the new FIX session form:</li>
<ol>
<li>Select the "FIX Order Routing" from <span class="page-section-name">FIX Type</span> drop-down menu.</li>
<li>Provide a Remote Comp ID name. It is the routing sender.</li>
<li>Choose a session password.</li>
<li>In the <span class="page-section-name">Status</span> section, ensure "Inactive" is not selected.</li>
</ol>
<li>Click the <span class="button-name">Create</span> button.</li>
<li>To associate the FIX session to the user, click on the <span class="page-section-name">Users</span> tab, and then click the <span class="button-name">Add</span> button.</li>
<li>In the <span class="page-section-name">Select Users</span> dialog, select the user, and click the <span class="button-name">Select</span> button.</li>
<li>Click the <span class="button-name">Save Changes</span> button.</li>
</ol>

<h4>Verify the User Credentials</h4>
<ol>
<li>On the left-side panel, click on <span class="button-name">Users</span> to open the <span class="page-section-name">Users</span> page.</li>
<li>Select the user from the users table.</li>
<li>Click on the <span class="page-section-name">Account</span>, <span class="page-section-name">FIX Sessions</span>, and <span class="page-section-name">App Keys</span> tabs to verify the user has access to the added features.
</ol>

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