Auto Start Strategies

Setting up auto starts allows your strategy to automatically start at a specific time you have set.

Getting Started

To get started you will need to head over to the side menu on the left hand side and click on Administration then User Management.

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Users Tab

When your on user management you will need to click on the Users Tab

You will then need to find the user that you are searching for and click on the pencil icon on the right hand side.

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User Managment

Once your in the User Management screen you will need to head over to the auto start tab.

At the bottom you will see a text box saying Create autostart rule by entering a description

Fill in your auto starts name and click on the + 

Setting Up Escalations

Select your strategy from the list.

 

 

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Setting Up Escalations

To get started with Auto Starts select the advanced tab.

Here a auto start has been set up at 8am Monday through to Thursday, only in September, only in 2018.

When you are done make sure to click on the green tick button to save the changes.

If you have set up a auto start incorrectly you will be given a error message like the following:

 

 

Check out our Admin docs

Understanding how the system works as an admin.