How to Create a New Workspace

Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
   
4. Must have: to create a new Workspace you must have a License Key (provided by Finmars)
5. Must have: having permissions set to allow continue with the Action in the Guide

Creating Workspace

1. Go to the desired environment (specific URL) and click "Login" button

   

2. You will be redirected to the "Login" page, use your credentials to Login to your account.

   

3. You will be redirected to the "Profile" page. We suppose you already have the specific Realm (container of Workspaces sharing the execution resources called Workers), in our case it's called "Core" (see in the screenshot below)

   

4. To create a new Workspace in the Core realm you need to click "(+)" plus button in the lower right corner and click "New Space"

   

    

5. You will be redirected to the "Create New Space" page where you need to fill in:
   1. Name of the Workspace
   2. Your License Key that allows you to create a Workspace
   3. Realm Code is predefined based on the specific Realm
   4. Description is an optional field for the created Workspace which will be shown for the people with the access in the Workspace card. 
6. When you enter everything and click "Finish" button, you will be redirected back to the Profile page which will show the Realm and the newly created Workspace.
   • The newly created Workspace is shown as one of the cards inside the Realm card
     • It has the name and description we provided
     • It was assigned a specific Workspace code (in our case it's "space0hmkl", see in the screenshot below)
   • You can see that it has no green indicator near to the Workspace code, meaning the Workspace is currently being created (it usually takes some time no more than 10 min). 

     

7. After you wait for around 10 minutes the Workspace status should be "green" which means that your Workspace is ready for use.