Workspaces can be edited or deleted using the two icons in the workspace overview tab.
Ingredients
Access to a Pi Datametrics account
Account Admin user privileges to manage workspaces
How to delete a workspace
From the workspace list, use the tick boxes to select the workspace(s) you wish to delete, then select 'Delete Workspace' from the 'Apply selection to' drop-down:
A message prompt will inform you of any Market Intelligence, Reports, or Visibility Indexes that may be modified or removed as a result of removing the workspaces and ask you to confirm this before deleting.
Alternatively, click the cross in the overview tab when in a workspace:
Again, a message prompt will inform you of any Market Intelligence, Reports, or Visibility Indexes that may be modified or removed as a result of removing the workspaces and ask you to confirm this before deleting.
NOTE: Removing a workspace is final - deleted workspaces cannot be recovered.
How to edit a workspace
Click the pencil to edit:
From here, you can change:
Name
Description
Currency - this converts the currency and values of the market data shown in Position Explorer Table. Use this to reflect the currency of the workspace's market, your local currency or any other currency.
Click 'Save':
