Introduction
The FIA Tech User Hub is a web application built to be the central repository of user account and entitlement information for Atlantis, Docs, and OCR. Access, connections, and visibility for each of these three systems is managed in the User Hub. Through the User Hub, individual users can update their own User Account information, and administrative users can manage User Accounts for their entire firm.
For Atlantis firms, a User Account for the initial administrator must be created by FIA Tech, but all subsequent User Account creation and User Account management is performed directly by Atlantis Participant Administrators. A Participant Admin can set up user accounts, establish Participant association and designate Roles for their personnel. These associations and Roles determine what a user can view and action in Atlantis.
User Hub Hierarchy and Flow Chart - Atlantis Participants
Atlantis Participant Admin Workflow
A. Establishing Initial Participant Admin Account in Atlantis
The initial admin for each Atlantis Participant MUST be set up directly by FIA Tech. This is handled early on during the Participant’s onboarding process. The Admin will be notified by FIA Tech Client Services that a User Account has been established for them, and the user will receive an Email Address Verification Request to the email address they provided. The Participant Admin should follow the “Activate New User Account” link on the email and follow the prompts to complete their account setup.
Note: If the Participant Admin was an existing Docs or OCR user, they will be able to use their existing User Account and no email address verification will be required.
Note: The Email Verification link is only valid for 24 hours. If a user fails to verify their email in the allotted time, they will need to reach out to Atlantis Support and request a new Verification Email to be sent
B. Adding Additional User Accounts
Once the Participant Admin can log in, they will be responsible for adding additional User Accounts for their team. This is done through the User Hub. Access the User Hub using the link in the upper-right hand corner of the Atlantis User Interface.
All users can use “My User Account” to update their login information or email address (see section C). Participant Admins have additional access to “Administration” which allows management of other user accounts.
The Administration page allows Participant Admins to search and update existing User Accounts, or create brand new User Accounts. To create a new User Account, click the green “+ Add User” button on the right-hand side of the screen.
The Participant Admin will be prompted to enter information for the new User Account. Note that the “User Account Name” field cannot be changed after creation, but other fields can be updated after User Account creation. Only the First Name, Last Name, Email Address and User Account Name fields are required. Make sure the default App is set to Atlantis for users that will be utilizing primarily Atlantis.
Once the Participant Admin clicks “+Add User”, an Email Address Verification Request (depicted in Section A) will be sent to the new user. Once the new user verifies their account and establishes a password, they will be able to log into Atlantis.
At the same time, the Participant Admin will be prompted to update and verify the Participant associations and Roles of the new user.
Associate Participants – This section specifies which Atlantis Participant Codes a user should be able to access. The Atlantis Participant Admin will need to verify or add the necessary Atlantis Participant Codes for user access in this section. A newly created User Account will have Participant associations matching the Participant Admin who created it. If the new User Account should only have access to a subset of these Participants, the Admin will be able to Edit the list. A Participant Admin can add or revoke access to any Participant that they themselves have access to.
Note: If a Participant Admin revokes ALL Participant Associations from a User Account, they will lose visibility of that User Account and will be unable to update it further. If this is done in error, contact Atlantis Support for assistance.
Designate User Roles – Roles determine what actions a user can take within Atlantis. A newly created User Account will not have any User Roles. A Participant Admin will need to provide them. A full description of User Roles is listed below. User Accounts may have more than one Role, depending on the actions the user requires access to.
User Role |
Description |
Atlantis Participant Administrator |
Permission to add new users with roles/permissions under Participant. Permission to view and action trades for Participant in Atlantis. |
Atlantis Banking Administrator |
Designated contact(s) at Participant responsible for approving and changing banking instructions which FIA Tech uses for Atlantis brokerage settlement. Do not have permission to view and action trades for Participant in Atlantis. |
Atlantis Participant User |
Permission to view and action trades for Participant in Atlantis. |
Atlantis Participant View-Only User |
Permission to view (but not action) trades for Participant in Atlantis. |
C. Updating Personal Account in User Hub
All users can use “My User Account” to update their login information or email address. For non-Admin users, this will be the only option within the User Hub. Click “Manage” to access the User Details Screen.
On the User Details Screen, the Participant User can edit details on their account such as title, contact information, and location. If a user updates their email address, an Email Address Verification Request will be sent and must be completed before the new email address can be used.
Note: Participant Admins are the only users who have ability to edit User Participants or Roles.
Note: The Email Verification link is only valid for 24 hours. If a user fails to verify their email in the allotted time, they will need to reach out to Atlantis Support and request a new Verification Email to be sent
D. Password Reset and Unlocking Accounts
If a user forgets their password, they can reset it using the “Forgot your Password” link on the login screen. They will enter their email address and an automatic password reset email will be sent to them.
After the user receives the password reset email, they have 2 hours to follow the link on the email and reset their password. If they do not, they will need to restart the process.
Note: If a user enters an incorrect password 5 times, their account will be deactivated. At this point, they will need to reach out to Atlantis Support or their Participant Admin to re-activate their account. Users are encouraged to simply reset their password after 1 or 2 incorrect login attempts.
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