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How to edit and delete a Workspace

Editing and deleting workspaces

Jay Langridge avatar
Written by Jay Langridge
Updated over 2 weeks ago

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':

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