Managing Operator ID User Entitlements

The CME Customer Center includes a self-service capability for Admin Managers / Application Admins, at Registered Entities, to create and manage Request Center - Operator ID / Tag 50 application user access, via the following roles:

• Request Center - Operator ID / Tag 50 Read Only: View Operator ID details, including: firm, associated entity, registration type, ATS team and effective periods.
• Request Center - Operator ID / Tag 50 Permissions: View Operator ID details and manage trading firm access.
• Request Center -Operator ID / Tag 50 Full Access: Register new Operator IDs, create ATS teams and manage team members.

Using the User Administration function, Admin Managers must assign Operator ID permissions to themselves and additional users that want to view Operator ID / Tag 50 details, create a new Operator ID / Tag 50 or manage ATS teams.

Assigning user entitlements and permissions begins with the firm's Entity Officer who entitles their company's Front / Back Office Admin Manager (or designated Application Administrator) who adds and manages Request Center - Operator ID / Tag 50 front office user entitlements, permissions and restrictions.

Managing Firm Access

Designated Clearing Firm Application Administrators can use the Self-Service permissions function to Manage trading / execution firm access to view details; firm, associated entity, registration type, ATS team and effective periods.

Prior to adding a new user entitlement the user must:

• Have a valid CME Group Login ID.

Existing users with an active CME Group Login ID can be assigned entitlements directly.

• New users (including users with a recently created CME Group Login ID) may be required to generate and provide a temporary token to the firm's admin manager.

To obtain a token, select My Profile > Generate New Token. The token is valid for seven days.

Before using application functions, Admin Managers and Application Admins must initially add individual application roles to themselves (example: FirmSoft) via User Administration process.

• To Add User Entitlements:

1. From the CME Customer Center - Administration Menu, select User Administration.

2. From the entitlements page that appears, select Add Entitlement.

3. One the Add Entitlement screen that appears, specify the following:

• User: Select a valid CME Group Login.
• + Add User: Add the same entitlements for additional users.
• Entity: Select from available entities, for which you are the authorized Admin Manager / Application Admin.
• Application: Request Center
• Profile: Select a Request Center - Operator ID / Tag 50 (Front Office) entitlement:

• Request Center - Operator ID / Tag 50 Read Only: View Operator ID details, including: firm, associated entity, registration type, ATS team and effective periods.
• Request Center - Operator ID / Tag 50 Permissions: View Operator ID details and manage trading firm access.
• Request Center - Operator ID / Tag 50 Full Access: Register new Operator IDs, create ATS teams and manage team members.

4. Click Add Entitlement.

If prompted, enter your password.

The request is processed, a message appears and an email confirmation is sent to all Admin Managers / Application Administrators.