How to Navigate in a Profile page

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

Navigating in a Profile page

1. Go to the needed region environment URL

   

2. Login

   

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

   

4. Profile page has a sidebar menu:
   1. Realm - default tab with Dashboard with all available Realm & Workspaces in them (see screenshot above). You can:
      1. open available workspaces by clicking "Open"
      2. click on cog icon on a workspace card to
         1. Export Backup
         2. Exit the Workspace (if you are not an owner of the workspace)
         3. Delete the Workspace (if you are an owner of the workspace)
   2. Backups - list of all available workspaces and their backups statuses 

      

   3. Invites - list of all pending invitations to join workspaces (reference to the How to get Access to the Workspace point 4)
   4. User - tab with the user info