How to change the password?
User profile >> Change password
Click on change password and enter a new password. Your password will be changed.
How to edit profile?
Broker have all the rights to add a new user and to edit their profile. So if end user wants to edit profile can ask your admin to do the same. In user profile search the particular user and click on search button. You will get user profile detail. Just click on edit button.
How to change trading terminal password request?
In user profile of end user login there is option for change trading terminal password. Send request to admin. Admin have option to send new trading terminal password to user in Admin section. Enter password and send to user.
What is fund management?
Fund management is a module in talkoffice used to manage the funds of all traders.
User can add deposit, withdraw deposit, add profit, withdraw profit and switch deposit from one user account to other user account.
What is Net position report?
Net position report contains the report of users open positions profit and loss live. And also user can generate old reports, same can achieve through net position reports date selection functionality.
This report helps users to understand their Realised M2M, Unrealised M2M and Total M2M.
What is Trade book report?
This Report gives the user the record of all trades done at one place in detail. From the trade book report user can see the details of the following segments: Username, User code ,Group Name, Scrip/Cash, Type, Expiry Date, Strike, Call/Put, Trade Quantity, Price, Buy/Sell, Trade No, Trade Time, Trade Expenses
What is Expenses report?
This report helps users to understand and evaluate the expenses incurred for the trades done by the user.
What is margin report?
Margin report display the margin used by the user in a day. Margin report have the following margin related details: Span margin, Net opt, Exposure margin and total margin
What is RMS report?
RMS is risk management related report. If user wants to see risk factors of their position refer this report to manage risk.
What is manual/Switch entry?
Manual entry is used to add manual Scrip in talk office reports.
If User wants to add manual entry to generate report. User achieve this functionality through this option.
Switch: If broker wants to switch scrip from one user to another user, Use this option to switch trade.
What are T, B & F indicators?
Indicators on top of the page there are three indicators named as T, B and F.
T - Trade files generation
B - Broadcast
F - File upload in talk office.
If indicators are green means T, B and F are working.
If indicators are red means T, B and F are not working.
What is auto time out feature?
When user is inactive on talk office more than 10 minutes. Then your login session is get log out automatically.
What is download excel ?
If user wants to download the report for their offline use. User can download report in excel format through this option.
How to generate report?
Manual/Automatic: Select manual or Automatic option to generate report. If you select Automatic option then report will be refresh after selected time automatically. If you select manual you have to press refresh button to refresh the report.
Refresh: Refresh button is used to refresh the report when you are creating report manually.
Select time: In case user select automatic refresh, here user have to select the time after which user wants reports will be refresh.
Select group: To generate report select the group from here for which you want to generate report.
Select user: To generate report select the user from here for which you want to generate report.
Date: From this option Select the date range to generate report.
Generate report: After selection of all the parameters to generate report click on generate report button to generate report.
How to add user in talk office?
Admin have all the rights to add user, So through user login click on user profile on navigation bar (right side). Click on End user profile . After select user drop down there is an option to add new user. Click on that and fill profile information of user and click on submit button.
What is expiry M2M?
Expiry M2M means your profit/loss from start of the month to the expiry of the month.
What is Intraday M2M?
Intraday M2M is the profit and loss of the position which you buy today and also square off today itself.
What is Today M2M?
Todays M2M means M2M of intraday plus M2M of open position.