How to Navigate in a Profile page

Prerequisites 

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

 

 If needed: the VPN is configured to access the Finmars resources 

 If needed: access to the Virtual Machine to work with the sensitive information 

 Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)  

 Must have: having permissions set to allow continue with the Action in the Guide 

 

 Navigating in a Profile page 

 

 Go to the needed region environment URL

 

 

 Login

 

 

 You will be redirected to the Profile page: it's the page where you can find

 

 

 Profile page has a sidebar menu:

 

 Realm - default tab with Dashboard with all available Realm & Workspaces in them (see screenshot above). You can:

 

 open available workspaces by clicking "Open" 

 click on cog icon on a workspace card to

 

 Export Backup 

 Exit the Workspace (if you are not an owner of the workspace) 

 Delete the Workspace (if you are an owner of the workspace) 

 

 

 

 

 Backups - list of all available workspaces and their backups statuses

 

 

 Invites - list of all pending invitations to join workspaces (reference to the How to get Access to the Workspace point 4) 

 User - tab with the user info