**Trading -> Terminal presets** in your admin dashboard.

A preset is the arrangement a new trader is handed on their first visit: which
modules are on their screen, how big each one is and where it sits. You build it
in the same grid editor they use, so what you arrange is exactly what they open.

Without one, your traders get the arrangement we built into the platform. That is
a strange thing to hand out in a white label product. A firm selling futures has
no business giving its traders a screen we designed.

You need `view_settings` to open the page and `manage_settings` to change
anything on it.

## Building one

The editor is the trader's terminal with the data taken out. Modules are drawn as
labelled placeholders rather than live charts, because a preset is a decision
about arrangement and a page full of ticking prices is a page you cannot see the
arrangement in.

Everything else behaves the same way:

- **Add module** opens the same drawer, with the same fifteen modules.
- Drag a title bar to move, drag the corner to resize.
- **Grid** sets how fine the grid is, from 6 by 3 up to 24 by 12.
- Modules that no longer fit after you shrink the grid are parked rather than
  thrown away, and you put them back or discard them yourself.

The panel on the right counts what is on the preset and warns about the things
that are legal but probably not what you meant: a preset with no chart, one with
no way to place an order, or one with modules parked and forgotten.

Unlike the trader's own terminal, which saves itself as they go, a preset is
saved deliberately: the dock at the bottom counts what you have changed and
saves it when you say so, and walking away with unsaved changes asks first.
A preset holds at most 40 modules.

## Several presets

You can keep more than one, and duplicate any of them as a starting point.

Exactly one is the default, and the default is the only one that does anything
on its own: it is what a new trader receives. The others are there so you can
prepare a different arrangement before switching to it, or keep the one you had
before you changed your mind.

The first preset you create becomes the default automatically. Deleting the
default promotes another one, so you are never left with presets and no default
among them.

:::info Renaming is safe
Two presets cannot share a name. Rather than refusing the save, a duplicate name
gets a number appended.
:::

## What reaches your traders, and when

**Only on their first visit, and only as a copy.**

A trader who opens the terminal for the first time gets a copy of your default
preset, saved as their own layout under the name "My terminal". From that moment
it is theirs. They can move things, resize things, add modules and save several
different arrangements.

:::warning Changing a preset does not rearrange anybody's screen
This is deliberate. A trader who spent a morning getting their screen right
should not find it rebuilt because you edited a preset that evening. Existing
traders keep what they have.
:::

What every trader does have is a **Back to the firm layout** button in their
layout menu, which replaces their current arrangement with your default preset as
it is right now. So a preset you improve is available to everybody immediately,
on their say-so rather than yours.

A firm with no preset shows that button as "Back to the platform layout"
instead, so the trader is not promised something that was never set.

## What a preset cannot do

- It does not lock a screen down. There is no way to force an arrangement on a
  trader or stop them changing it. A preset is a starting point.
- It does not decide which modules exist. Every module is available to every
  trader from the drawer regardless of what your preset contains.
- It is not per trader or per challenge. One default, for everybody who starts
  after you set it.

The terminal itself, module by module, is documented on the
[Trading terminal](/docs/platform/terminal) page.