Settings
Settings is where a firm admin sets who may act and on what terms: the IP addresses that may reach the workspace, the cap on what contracts may pull, the firm's identity on every report, and the compliance standing CRX holds for you. The left rail lists each control; this page walks them top to bottom. Time: ~3 min.
The Settings console: the left rail lists each control, Appearance, Approve amount cap, IP allowlist, Developers, Firm profile, Compliance, and the one you select opens in the right pane.
How do I hide balances?
Open Appearance and turn on Hide amounts by default. Every balance and notional is masked behind dots; your profit and loss stays visible, because that is the number you read at a glance. Use it on a shared screen or in a recorded call. The toggle is yours alone and takes effect at once.
How do I cap what contracts can pull?
Open Approve amount cap, then Set amount cap and enter a net USD figure. The cap limits what contracts may withdraw on your behalf, the standing approval a deposit grants. Set it to the most you intend to put to work, and a leaked approval cannot pull more than that. Clear amount cap removes the ceiling. With no cap set, the default approval applies.
The Approve amount cap pane: no cap set by default, with Set amount cap and Clear amount cap.
How do I lock access to known IPs?
Open IP allowlist and Manage allowlist. Add each address with a label, an IPv4 or IPv6 address, a CIDR block, or a range, then Activate allowlist. With it active, only a listed address can reach the workspace; every other address is turned away at the door. This pins access to your firm's own offices and VPN, so a stolen session from an unknown network cannot open the desk.
The IP allowlist manager: add each address with a label, then Activate allowlist to restrict the workspace to listed addresses.
WarningBuild the list before you activate it. Activation is offered only once at least one address is listed, and the screen surfaces your own IP so you can seed the list first. Activate before adding your own address and you lock yourself out. The list sits inactive, and harmless, until you switch it on.
Where are the developer tools?
Open Developers. API keys, endpoint references, and live API monitoring live there, not on this page. See the Developers handbook (~1 min) for the full surface.
The Developers pane: API reference, docs, and onboarding links, with live API monitoring.
What is my firm profile?
Open Firm profile and set three fields: your legal entity name, a trading-desk contact email, and your base reporting currency. These name your firm on every confirmation and report CRX generates. Edit them, then Save, the draft commits only on save, so a half-typed email never leaks to a document.
The Firm profile pane: legal entity name, trading-desk contact email, and base reporting currency, used on every report.
What does Compliance show?
Open Compliance to read your firm's standing: KYB status (Know Your Business: your legal-entity verification), and entity type, which reads Eligible Contract Participant for a verified firm. Both are set by CRX and shown here read-only. To revisit the steps that established them, follow Re-run onboarding. See Set up your desk (~5 min).
The Compliance pane: KYB status and entity type, set by CRX and shown read-only, with a Re-run onboarding link.
Next: Place a trade (~5 min). Put the desk to work.