Add a Broker

 

  1. On the Home page, click the Setup & Administration button or press the F12 key on your keyboard.

    Graphical user interface, application

Description automatically generated

  2. On the Registration page, click the Update User Information (Add or Remove a Broker) button or press F2.

    Graphical user interface, text, application, Word

Description automatically generated

  3. In the User Registration window, under Add a Broker, enter the broker name in the Enter a Broker ID and click Add field and then click the Add Individual Broker button.

  4. Your new broker appears in the list.

  5. To designate the default broker, select the Default check box for a specific broker.

    Graphical user interface, application

Description automatically generated

  6. To view a complete list of all brokers configured in the application by your system administrator, click the Add All Brokers button.

    Graphical user interface, application

Description automatically generated

  7. The list shows all brokers with their Broker ID and a short Description.

    Transflo Now Velocity Client