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How to get Access to the Workspace

We Assumeassume you have already registered in Finmars and received the credentials to use in the Finmars platform. 

  1. Go to your allocated Finmars URL (environment) which was as the part of your credentials and usually defined for a specific regions in accordance with the compliance requirements. 
  2. You will access the Profile page which will contain your Workspace (an instance of your Finmars engine with your data).

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  3. At the moment you may not have available Workspaces (like in the screenshot above). You should request Finmars to create your own Workspace, you should provide your Username to get an invitation to the Workspace. 
    • You can find your Username in the upper right corner of the profile page (new_user - in the example above)
    • That is the exact Username you use as a login
  4. After it's created, Finmars will sent you an invitation, which can be found in the "Invites" section of the Profile page
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