Welcome

Welcome to your comprehensive guide to the Cloud9 Administrator Portal. Learn how to add and edit your firms, groups, connections, and users as well as listen to recordings and view call logs.

Firms

From the main screen of the Cloud9 Portal, click on the Firms tab to update and manage information related to your organization.

Select your firm, and then click “Edit Firm”.  A window will display that will enable you to view and edit your information such as your address, provisioner details, as well as your firm’s billing information.  You will also be able to select your firm’s visibility status in the Cloud9 Community directory as well as limit user access to Cloud9 to specific locations by restricting IP access.

If you ever need to update your firm name, please contact support@c9tec.com

From this page you can also navigate to the tabs that will allow you to manage groups, connections, and users at your firm.

Click Manage Groups if you would like to add a group within your firm. These groups are often the trading desks within your firm. For example, you might create a group for your Natural Gas Desk and your Oil Desk.

Click Manage Connections if you would like to manage or edit the connections that the users in your firm have with outside counterparties.

Click Manage Users if you would like to add users to your firm, edit their information and privileges, assign their Groups, assign their buttons, edit their neighbors, or reset their password.

Click Details to display more information about your firm in the dashboard, including billing information.

Click Export if you ever would like to export this Group information.

Adding and Editing Groups

In the Cloud9 Portal, navigate to the Groups tab if you would like to add a group, often a trading desk, to your firm and the level of visibility of these groups in the Cloud9 community directory.  Here you will also add edit groups, group users, group connections, delete groups, and view details about your firms’ groups.

Depending on your organization’s structure, you may want to add groups by department, trading desk, region, or office location.

Add a Group

To get started, click on the Add Group tab.  Here you can establish the name of the group, community they are a part of, and the contact information for the group. You can also select if the company is visible in the global Cloud9 Community, if the group is visible for your firm internally, and if this group is the default for all users you add to the firm.

You will need to add address information for the group you are adding, as many firms have trading desks with the same names at different locations.  For example, if you have a natural gas desk in New York, and one in London – you will name the groups Natural Gas Desk – New York or Natural Gas Desk – London.

When filling out the Community listing Information, it is important to keep in mind that the city field will help to distinguish between trading desks in locations.

Once you have entered all of the information required in the add group screen you will click the Add Group button to complete your entry.

After you create a group, you will then return to the Groups tab where you can then edit your group, edit group users, view group connections, delete your groups or view more details about a group.

Edit Group

To edit group information, select a group and the click on the blue Edit Group tab.  A screen will then display that will enable you to update information about your group.  Once you have finished making updates, click on the green Edit Group button on the lower right hand side of the screen to save the information you have entered.

Edit Group Users

You can also select a group, and edit the users assigned to that group by clicking the Edit Group Users tab.  A screen will display that enables you to add users from your firm to the group.  In the left column, you can select a firm user that you wish to add to a group and then click the blue Add User to Group Button, and click the green Done button when your actions are complete.

You can also remove users from a group on this screen by selecting the user, and then clicking on the red Remove User From Group button.  Again, here you will click the Green Done button when your update has been completed.

View Group Connections

Back on the Group screen, you can also select a group and click View Group Connections to see what connections have been established for a group.  You can also Add, Edit, and Delete connections on this screen.  You will also be able to view which connections are active on this screen.

Delete Group

The red Delete Group button will enable you to delete a selected group.  This action is permanent, and the only way to reverse it is to read the group manually.

 

Adding and Editing Users

One of the most important administrative duties is adding new users to the Cloud9 platform. In the Users Tab in the Cloud9 Portal, you can add, edit, and delete users, as well as set their portal and administrative privileges, assign neighbors, modify groups, and reset user passwords.

Add User

In the Users Tab, click Add User. Fill out their form with name and contact information, and set their Login username.

You can also set features like the user’s privacy, if they are restricted to Cloud9 use by IP address, enable or disable voice recording for their calls, and global mute, which mutes the channel audio on all speakers when switching to a handset.

Click add user when complete.

If you ever need to delete a user, navigate to the main Users tab and click the Delete User button.

Edit User Settings and Privileges

To update any user’s settings, first click their name, and then click on the appropriate tab. If you ever would like to Edit User information, for example, click their name and then Edit User.

To make a user a portal administrator, click the User’s name and select “Edit Admin Level”. Here you can use the drop down to select their admin privilege, the IP addresses this user can log in from, and if two-factor login is enabled.

Modify Buttons and Edit Neighbors

To manage the buttons on a user’s C9 Trader dashboard, click Edit Buttons. Here you can see the current buttons this user has, and you can search your firm’s existing connections.

To add a button from this list of connections, check the box or boxes on the left. When you check the box, a corresponding button will display at the top of the page.

Hit Done to save.

Here you can also edit the neighbors of a particular user – or the fellow Cloud9 users that sit in close proximity to the user. This feature prevents users from hearing their own voice coming through neighboring speakers.

Click the Edit Neighbors tab, and choose neighbors from the list by selecting their name and then Add User as Neighbor.

If desks are moved, you can also remove existing neighbors in this tab.

When a user is working remotely, be sure they select “I’m Working Remotely” upon logging into their C9 Trader. This disables the neighbor feature, so users who share connections with their neighbors will now be able to communicate successfully.

Assigning and Removing a User from Groups

By clicking on the Edit Groups tab, you can assign or remove users from particular groups. In the left column, you can select a firm user that you wish to add to a group and then click the blue Add User to Group Button, and click the green Done button when your actions are complete.

You can also remove users from a group on this screen by selecting the user, and then clicking on the red Remove User From Group button.  Again, here you will click the Green Done button when your update has been completed.

Reset Passwords

To send a user an email prompting them to change their password, click on a user and then the Reset Password button.

Managing Connections

To manage connections for your firms’ users, log into the Cloud9 portal and navigate to the Connections tab.

Creating New Connections

Click on the Add Connection button.  Here you will select your firm, and then you will select your connection type.  You can create either an Internal connection, meaning you can connect two groups or desks within your firm or you can create and External connection meaning you are connection to another trading desk at another firm.

Next you will select a group or trading desk within your firm in the Create Connection From dropdown.  You will then select a group or trading desk to connect to in the Create Connection To dropdown.

Under the Connection Type dropdown you will select a shout down or a ring down.

Label the button with the name that you want to display on your user’s screens, as well as on your counterparties’ screens.

To finish creating your button you will click on the Add Connection button.  Your connection will now display in a list of available buttons on the connection screen, but will display with a light purple highlight over the text to signify that the connection is not yet in use by you or your counterparty.

Assigning Connections To Users

To assign this connection to a user at your firm, you will need to navigate to the Users tab.  From here you will select the user that you wish to assign the button to.  You will then click on the blue Edit Buttons option in the secondary menu bar at the top of the table.

You will be taken to a screen where you can manage buttons for that user.  To the right of each button is a check box where you will simply check a box next to the connection you want to add for that user.  Once the box is checked a box will display at the top of the page representing the newly added button.

On the main Connections page you can edit your connections at any time as well as delete connections.

Recordings and Call Logs

Simply click on the Recordings tab in the Cloud9 Portal to access call recordings and call history.  In the Recordings tab, authorized users, administrators or compliance officers can access and download voice recordings.

Viewing Recordings

Once a call is completed, the call details will be listed here, starting with the most recent call conducted at your firm. Call details include connection type (shoutdown or ringdown), username, firm ID, firm name, group name, button name, the counterparty’s name and the group that was contacted within your counterparty.

You will also view information about call duration, offset, start time and stop time, call recording, and quality of service.

You can either view your firm’s calls in chronological format or search by user, giving you the ability to view all call recordings made by that user.  You will be able to view firm ID, button name, and stop time.  You can also view calls by type: either a shoutdown or ringdown, time period, or a specific date range.  Additionally, you can include a specific time period within the date range you selected.

To view even more call details, click on the Details tab and additional columns will populate the table with information about the recording file name, connection ID, call quality, and time stamp.

Listen to Recordings

To listen to a recording, search for a user name or select a specific recording.  You can then use the playback buttons to play the recording, and you can also download recording files.

Download multiple recordings by selecting multiple calls by a single user or for multiple users within your firm, and then select Download Recordings.

If you click on a particular recording and it says “recording unavailable”, this means that call encryption for a specific user is turned on and you have to use the Cloud9 Playback tool to listen to the recording, or that you don’t have administrative rights to access the recording.

To review the quality of a call, click on the Quality of Service graph to the right of a call recording. You will then be able to view information pertaining to the quality of calls, including audio levels, jitter, and packets sent/received during a call.

Call Logs

The View Logs section,  is where authorized users and administrators can view all of the actions taken by your firm’s portal users including the timestamp, username, client IP address, summary of actions and the page address.

You can filter by user name and a specific date range. You can also view more information about the user’s page navigation and actions during their session by clicking on the show tab and selecting the debug option.

You can also export these files for further analysis.

Contact Us:

US: (866) 753-4239
From Canada call: (917) 438-0045
UK: +44 (0) 203 846 1109
SINGAPORE: +65 6809 3785