Client Registration

A client refers to a company or institution that has an account with Harmoney. A client can have multiple users associated with itself, and these users can have various roles. Users and roles are covered in later sections.

Account Creation

A client account is typically created and configured by the Harmoney team. Typical client configuration includes:

• Company Name and Brand Name
• Client Segment - institutional or non-institutional
• Broker(Y/N): Designation of whether the client operates as a broker
• Domain - this will automatically map any users whose email ID belongs to this domain
• Exchange codes
• RFQ and Straight-Through Processing (STP) enabled for exchanges
• IP restrictions - to allow access to Harmoney from specific IP addresses

A client can also be created when the first user from the company signs up on Harmoney. This user does not get admin rights, they have to raise a support request to become the admin of the company. When a client is created from user sign-up, only the Company Name and Domain are set automatically.

Client Administration

Only admins can change the client configuration. The client configuration can be updated in the following ways:

• Email our support team at [email protected]
• Raise request via support portal on the dashboard
• Admin portal (For RFQ, STP enablement and to manage users)