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How to edit and delete a Workspace
How to edit and delete a Workspace

Editing and deleting workspaces

Jay Langridge avatar
Written by Jay Langridge
Updated over a week ago

Workspaces can be edited or deleted using the two icons in the workspace overview tab.

Ingredients

  • Access to a Pi Datametrics account

  • User privilege to manage workspaces

How to delete a workspace

Click the cross to delete the workspace.

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 - any 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':

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