Account Settings
Updated
by
Ken Maranian
Overview
Learn how to setup and edit your organization's account settings.
Account Settings - Includes several types of settings can be tailored to your organization's needs by users with the Organizational Admin role. These settings include user groups, fees, ICE, Compliance, and Copy-Forward settings.
Organizational Admins - Typically experienced/primary users or IT administrators and have extensive permissions to tailor Molecule account settings to support your organization's specific needs and workflows.
To access these settings, goto Settings > Account Settings on the Navigation Menu. A new browser tab will open, displaying a menu with the following options:
User Groups
Create user groups with preset roles and permissions, and add users to those groups. When users are added to a group, they automatically inherit the group roles and permissions, which are additive to their user-level settings. Users may belong to multiple groups. Removing a user from a group instantly revokes their group-specific roles, while retaining those assigned at the individual user level.
Books
Setup, manage and delete books. Books are like tags within Molecule that let you create categories of trades specific to your account needs. Use search or filters to find the Books you'd like to view or edit.
Products
View and edit custom fields associated with any of the Products listed. Use search or filters to find the Products you'd like to view or edit.
Fees Recommendations
Manage Fees, Edit Fee Names and create Fee Recommendations. Setup attributes like charge types, rates, and directions, applicable to trades as needed by your organization. These recommendations will be selectable by your team on the Trade Add/Edit pages.
Curve Builder
Visit our Curve Builder article to learn about creating and managing custom forward curves.
ICE
- ICE Trade Adapter - Set up your account’s access to ICE Trade Adapter. Configure essential settings such as username, password, sender ID, IP address, and port for seamless market data integration.
- Trader Mapping - Link your traders to their ICE identifiers and optionally assign book tags. This mapping facilitates associating trading activities with specific trades and books in Molecule.
Compliance
- Snapshots - Manage settings for capturing and archiving valuation data. Define parameters such as archive times, frequency, and lookback period for snapshots.
- Trade Lock - Enable automatic trade locking by source or book. Set specific times for locking trades to maintain data integrity and uphold trading compliance.
Copy-Forward Settings
Automate the use of previous market data for curves, volatilities, and option prices when current data is unavailable, and designate the best source for mark data. See our Mark Levels help page for more information on mark levels.
