Create and Manage Users

Take control of your trader onboarding with our comprehensive user management system. Create new users, set up their accounts, and get them trading quickly with our streamlined workflow.

Overview

Ready to onboard new traders? Our user creation process can help you set up complete trader profiles with the right permissions and subscriptions. Here’s what you’ll accomplish:

1. Create Evaluation Users - Set up the base user entity
2. Add Contact Information (Optional) - onboard the user by adding required contact info
3. Enable Market Data using the Tradovate Prop entitlement - Provide real-time market data access to your users

Get Started with User Creation

Step 1: Create Your First User

The first step is creating a new user within your organization using the /user/createEvaluationUsers batched creation endpoint.

Endpoint: POST /user/createEvaluationUsers

Environment: Must be called from a LIVE URL (staging or production)

Request Parameters

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curl -X POST https://demo.tradovateapi.com/v1/user/createevaluationusers \
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     -H "Authorization: Bearer <token>" \
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     -H "Content-Type: application/json" \
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     -d '{
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  "users": [
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    {
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      "name": "string",
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      "email": "string",
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      "password": "string",
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      "firstName": "string",
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      "lastName": "string"
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    }
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  ]
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}'

Response

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{
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  "results": [
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    {
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      "errorText": "string",
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      "userId": 1
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    }
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  ],
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  "errorText": "string"
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}

Tradovate Subscription Plan IDs

the /user/createEvaluationUsers endpoint accepts a tradovateSubscriptionPlanId field as an optional property. When the Eval Support team sets up your organization, they will create a Tradovate Subscription Plan instance unique to your firm. You can find this ID a few ways:

Method One - /tradovateSubscriptionPlan/list

You can get a list of all available subscription plans. However keep in mind, you should only use the plan associated with your firm. It should be named <YOUR FIRM NAME>_MONTHLY.

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curl https://demo.tradovateapi.com/v1/tradovateSubscriptionPlan/list \
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     -H "Authorization: Bearer <token>"

Method Two - Dashboards

Alternatively, you may navigate to dashboards.tradovate.com (production) or dashboards.staging.ninjatrader.dev (staging) and find your organization subscription plan there:

1. Navigate to Dashboards
2. Open Query Builder from the left navigation bar.
3. Choose tradovateSubscriptionPlans from the Repository drop-down.
4. Ensure you have Order By set to id and Limit set to 100+
5. Run the query (examples staging, production)

You should see a data-grid list of all subscription plans that are visible to your organization. From there, find the one labeled <YOUR PROP FIRM>_MONTHLY and record its ID.

Step 2: Add Contact Information

Contact information is a technical requirement, however if you don’t collect this information before the user’s first login, then they will be prompted to enter it into our system at that time. It is advisable to collect this information and send it to our system to make the user’s first login experience smoother.

Endpoint: POST /contactInfo/updateContactInfo Environment: LIVE URL

Request Parameters

Key Requirements

• State: Only required when country == "US"
• Country: Use 2-letter country codes (Alpha-2 format)
• Phone: String format supporting international prefixes
• Archived: Must always be false for new users

Step 3: Add the Tradovate Prop Entitlement

Market Data is now managed through the T-Prop entitlement. However, users still need to sign the non-professional Market Data Agreement in order to be eligible for the the T-Prop entitlement. Before signing the agreement, attempts to add the entitlement will fail.

There are two ways to retrieve Market Data signature events: real-time websocket and REST API.

Via Real-Time WebSocket

To receive the Market Data Agreement signature events in real-time, you need to setup a WebSocket and perform a syncRequest.

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curl -X POST https://demo.tradovateapi.com/v1/user/syncrequest \
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     -H "Authorization: Bearer <token>" \
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     -H "Content-Type: application/json" \
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     -d '{}'

You can then listen for messages like the following:

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[
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  {
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    "e": "props",
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    "d": [
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      {
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        "entityType": "OtherEnvAdminAlertSignal",
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        "eventType": "Created",
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        "entity": {
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          "adminAlertSignal": {
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            "id": 2179591,
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            "timestamp": "2025-10-03T15:18:56.885Z",
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            "adminAlertId": 70,
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            "relatedToUserId": 29721,
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            "text": "User TPropTestUser1001 signed non-professional market data form, <br />User name: Bill Rando <br />Date: 10/03/2025 <br />Timestamp: 2025-10-03 15:18:56 UTC <br />",
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            "emailSent": false,
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            "archived": false,
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            "subjectId": 12081,
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          },
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        },
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      }
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    ]
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  }
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]

Once received, you can call the userPlugin/addentitlementsubscription API endpoint:

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curl -X POST https://demo.tradovateapi.com/v1/userPlugin/addentitlementsubscription \
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     -H "Authorization: Bearer <token>" \
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     -H "Content-Type: application/json" \
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     -d '{
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  "entitlementId": 1
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}'

Via REST API

Alternatively, you can find all the records of recent MD Agreement signatures using the following endpoint:

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curl -G https://demo.tradovateapi.com/v1/adminAlertSignal/deps \
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     -H "Authorization: Bearer <token>" \
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     -d masterid=1

Complete Alert Signal

Once you process a Market Data Agreement, you should complete the signal. When you call the completeAlertSignal endpoint, it will mark the entity with a complete timestamp field. This will allow you to differentiate between completed and incomplete MD Agreement processes, ensuring your users are neither double-assigned nor skipped for T-Prop assignment.

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curl -X POST https://demo.tradovateapi.com/v1/adminAlertSignal/completealertsignal \
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     -H "Authorization: Bearer <token>" \
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     -H "Content-Type: application/json" \
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     -d '{
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  "adminAlertSignalId": 1
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}'

Restricted Countries

Per CME Group policy, market data must not be accessed, distributed, or consumed in certain countries and regions. To learn more, see Restricted Countries.

User Cancellation

When users fail evaluations or leave your program:

1. Revoke Trading Permissions - Remove access to demo accounts
2. Cancel Subscriptions - Stop platform access and billing

See the User Cancellation guide for detailed procedures.

Next Steps

After successful user creation, proceed with:

1. Account Provisioning - Create demo/evaluation accounts
2. Risk Management Setup - Configure account risk parameters
3. Market Data Renewals - Automatic renewals for market data subscriptions