Client User Settings

Introduction

The User Settings section provides clients with the tools to personalize and manage their platform experience. These settings allow you to customize your profile, adjust display preferences and configure various features to optimize your workflow.

Navigate to User Settings

Click on User Profile > Personal Settings

Click to view or change the Profile settings (Personalization, Password, Preferences, Requests, Notifications, Price Alerts, etc).

Additional User Settings

As a client, you can modify a variety of settings, including:

1. Personalisation

On User Settings > Find Personalisation tab > Change Theme
Choose from Dark or Light themes.
Click on your preferable theme and the platform will set it up, automatically.

2. Password

On the User Settings > find the Password tab.
Enter Your Old Password.
- Type in your current password to verify your account.
Create a New Password and Repeat Password (make sure it matches).

Conditions:

At least 12 characters long
At least 1 number character
1 capital and 1 lowercase letter
1 special character (@S!%*#? &^→)

Then, click and confirm on your New Password.

3. Preferences

Go to Personal Settings > Click Edit icon to Edit and select Preferences tab where you can adjust your decimal display preferences.
You can tailor how specific values like quantities, amounts and prices appear across the platform and in reports. Whether you need 2 decimals or 5, it’s up to you.
- Set up the Decimals by clicking on “-” or “+” buttons.
- Use Reset To Default to go back to 2 decimal places.
- Click on Info icon to check which are the fields on the tables that are changed.

Once you set your preferences, they will be automatically applied to the platform views (tables, forms) and also to any exported files.

Platform Validation:

The platform will check for valid inputs and ensure that nothing exceeds the maximum decimal limits, so you never have to worry about incorrect formatting or data errors.

4. Requests

From Personal Settings menu, select the Requests tab.
Here, you can view your Current Requests.
The Requests tab will show a table with columns like Ticket ID, Summary, Submit Date, Estimated Delivery Date, Priority, and Status.
You can sort or filter requests by any of these fields for easy access.

If you need to export your requests for further analysis or reporting, use the Exportbutton to download the data.

Request Tab Detailed Columns Fields:

Column Name (A–Z)	Definition	How It’s Used on the Platform
Attachments	Files or documents attached to the request.	Allows you to review any supporting files submitted with the request.
Attachments Count	The total number of files attached to the request.	Helps you quickly see if any attachments are included without opening the request.
Comments Count	Number of comments or discussions on the request.	Shows the level of collaboration or follow-up activity on each request.
Component	The specific module, feature, or section of the platform the request relates to.	Helps categorize and route the request to the right team or functionality area.
Description	A detailed explanation of what the request is about.	Provides context to help reviewers understand the purpose and background of the request.
Estimated Delivery Date	The expected completion or resolution date for the request.	Helps you track when the request is likely to be fulfilled.
Feature	The main functionality or product area the request is tied to.	Used to classify requests by specific product features (e.g., Transactions, Reporting).
Last Update	The most recent date when the request was modified or commented on.	Helps you know when the last activity or progress was made on the request.
Priority	The importance level assigned to the request (e.g., Blocker, High, Medium, Low).	Indicates how soon the request is expected to be handled.
Status	The current state of the request (e.g., Open, Pending Analysis, Under Review).	Shows the progress or completion stage of your request.
Submit Date	The date when the request was originally created or submitted.	Provides a record of when the request was initiated.
Summary	A short title or overview describing the request.	Used as the main identifier to quickly understand what the request is about.
Ticked ID	A unique identifier automatically assigned to each request.	Used to track, search, and reference a specific request.
Type	The category of the request (e.g., Feature Request, Bug Report, Improvement).	Helps classify requests for better management and prioritization.

5. Notifications

Go to Personal Settings > Find Notifications tab.
Turn on/off switcher to activate/deactivate Email or Push notifications.

6. Price Alerts

Go to Personal Settings > Find Price Alerts.

Or,

To add a new price alert, click the + Add Alerts button (or, simply view/manage the added alerts).

Select an Instrument to Add a Price Alert.
Set the Target Price, $ and Percent, % and click on green tick next to it.

After adding the alert, you can monitor the active price alerts from the list below, which displays the Start Price, Target Price and the Percent change.
Then, Save Alerts.

7. Change Requests

Find and select Change Requests tab.

You can track all Change Requests in three categories:
- Pending My Approval – requests that require your action.
- My Requests – requests you created, waiting for someone else’s approval.
- Subordinates’ Requests – requests submitted by your team members.
Double-click a Change Request to view its details and available actions.