Groups Estimated reading: 1 minute 10 views Create policy This screen allows administrators to create, manage, and configure trading groups across different exchanges. Each group defines specific trading parameters and settings that can be assigned to users, helping standardize trading rules and control exposure. Create New Policy Group This screen allows administrators to create or edit a trading group by defining its basic details, exchange association, default status, and availability. Groups are used to apply standardized trading configurations to users. Create Policy Data This screen displays symbol-level trading configurations for a selected group (e.g., CRYPTO500x). It allows administrators to view, edit, import, refresh, and export trading parameters such as lot size, quantity limits, brokerage, leverage, and visibility for each symbol. Import Policy Data File This screen allows administrators to import group–symbol configurations in bulk using a CSV file. It ensures faster setup and consistent configuration across multiple symbols by validating required fields based on the selected exchange. Edit Create Policy This screen allows administrators to edit symbol-level trading configurations for a selected group. In Edit Mode, users can modify trading limits, leverage, margin settings, and symbol visibility, as well as add or remove symbols from the group.
