Create the market
- Open Markets and choose to add a market.
- Enter a name and a description, and choose the currency. Every listing in the market shares it.
- Choose who can see it on the Access tab.
- Set the rules and dates, then save the draft.
| Setting | What it does |
|---|---|
| Visibility | Everyone, selected groups, or selected clients. |
| Requires approved KYC to order | On by default. Clients whose identity check is not approved can look but not order. |
| Minimum classification | None, or a minimum such as professional or accredited. See Investor classification. |
| Allow interest before open | Clients can register interest in upcoming listings. See The interest list. |
| Terms document | A document each client must acknowledge once for this market. It must be shared with everyone or with groups. |
| Welcome text and contact person | Shown at the top of the market in the portal. |
| Opens and closes | Optional dates. The market opens and closes by itself at these times. |
Publish
Choose Publish. If the opening date has passed, or you set none, the market opens now. If it is in the future, the market stays a draft marked scheduled and opens at that time. The scheduler checks every minute.
- Listings cannot be published until their market is published.
- A market past its closing date closes by itself, together with its upcoming, open and paused listings.
- A group that a market uses cannot be deleted until you change the market's access.
What clients see
A client sees a market once it is open and the client is in its audience. The market's cover is the cover photo of its first listing. Clients who can see a listing get an email when it opens.