Account & Settings

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6 articles

Account Settings

Setup and customize account settings for books, compliance, fees & more via Settings menu

Updated 6 hours ago by Ken Maranian

Creating & Managing Custom Fields

1. Overview. Molecule supports user-defined fields across several core data models. This guide provides step-by-step instructions for setting up and maintaining custom fields while explaining their k…

Updated 5 days ago by Ken Maranian

Fee Maintenance

About. Maintain custom fee types and define fee schedules to automatically apply fees to trades. Access. Access to fee maintenance is restricted to users with specific permissions. If granted the Fee…

Updated 10 months ago by Kyle McRoberts

Calendars

Molecule supports a number of business day (and other holiday) calendars, in-app and via our API. Under the hood, we use the open-source Ruby holidays gem, so any calendar in that list is available i…

Updated 2 years ago by Sameer Soleja

How to Add Users

Topic - Learn how to add users to your Molecule account. To manage users, you must have Organizational Admin permission in Molecule. Navigation - To add users, goto to Settings > Users on the Navigat…

Updated 1 year ago

Permissions

Below are the permissions used in Molecule. They apply on screen and via the API. Read-Only Reports-Only API-Only Front-Office Mid-Office Back-Office Admin Actualization - Gives the user access to th…

Updated 5 months ago by Sameer Soleja

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