Configure your firm

Understand what is usually configured during firm onboarding.

Firm configuration is handled in the Ignite admin dashboard.

Sandbox firms may already include starter configuration, such as a sample challenge and a standard futures symbol set. Treat that as a starting point, not as final production configuration.

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What to review

Before going live, confirm:

• Your firm slug and environment URLs.
• Challenge setup, phases, balances, and rules.
• Enabled symbols, exchanges, and products.
• Staff access and admin roles.
• User and account workflows that your integration will automate.
• Market data entitlements attached to the challenges you offer.

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Dashboard vs API

Use the dashboard for firm-level setup and operational review.

Use the API for integration workflows such as creating users, creating accounts, authorizing entitlements, and querying account or position data.

If you are unsure whether a workflow should be handled by dashboard users or by your integration, confirm it during onboarding.

Do not assume sandbox defaults match your production launch configuration. Review challenge, symbol, and entitlement setup before customer traffic goes live.