--- title: "Workspaces and dashboard sets" slug: "workspaces-and-dashboard-sets" updated: 2026-04-07T10:02:03Z published: 2026-04-07T10:02:03Z canonical: "support.lusid.com/workspaces-and-dashboard-sets" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.lusid.com/llms.txt > Use this file to discover all available pages before exploring further. # Workspaces and dashboard sets The [LUSID web app](https://www.lusid.com/app/home) allows you to create custom dashboard sets so you can view and interact with the appropriate data. You can create shared workspaces to organise and group your dashboards and sets, and share them with particular colleagues so you’re all looking at the same information. > [!WARNING] > Note > > If you are looking to set up shared dashboards with specific entitlements, [contact us](https://www.finbourne.com/contact) to discuss how best to implement your requirements. ## Migrating from Personalisations By default, LUSID enables workspaces for all users. If you have not yet migrated your dashboards from Personalisations, your saved dashboards will no longer appear under **Dashboards > Dashboard Sets**. To regain access to them: 1. Create a new dashboard set in a workspace. See [Creating a shared workspace](/docs/workspaces-and-dashboard-sets#creating-a-shared-workspace) below. 2. Navigate to **Dashboards > Dashboard Sets** and import your Personalisations-based dashboards into the new set. ## Creating a shared workspace To get started with workspaces, navigate to **Dashboards > Dashboard Sets**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-NGYOV526.png) > [!NOTE] > Note > > Every LUSID user has their own **My Workspace** that only they can view and edit. > > - **My Workspace** is a *private* workspace, personal to each user. > - Any other workspaces you create are *shared* workspaces that all users, given they have suitable permissions, can view or edit. To create a shared workspace, click the **Create workspace** button in the **Workspace** dropdown. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(856).png) Note dashboard sets do not migrate into workspaces, so you’ll need to create your sets. ## Adding new dashboards to a workspace With your new workspace selected, you can add or import your desired dashboard sets, including: - Out-of-the-box and customised LUSID dashboards - Summary views and charts of valuations, cashflows, and [workflows](/v1/docs/workflow-service) - Saved queries from [Luminesce](/v1/docs/luminesce-and-lumipy), our data virtualisation tool - [Existing dashboards from your other sets and workspaces](/v1/docs/workspaces-and-dashboard-sets#adding-existing-dashboards-to-another-workspace), which can be displayed without duplicating storage You can rename and provide a description for dashboards and sets when you **Save**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(849).png) When saving, note: - You must assign each dashboard or set to a **Workspace**. LUSID populates the **Workspace** for all dashboards when you select a value for their set, but you can manually override each selection. - You must specify a **Group** for each dashboard and set. A **Group** acts similarly to a scope that, together with its **Name**, uniquely identifies a dashboard or set within a workspace. - You can select the ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(848).png) icon to exclude certain dashboards or sets from the save. This can be useful if, for example: - You’re ready to save some, but not all, of your dashboards and sets. - You encounter an error when saving a particular dashboard but want to continue saving the other dashboards. > [!NOTE] > Note > > For dashboards in workspaces, you don’t need to select a [view](/v1/docs/how-do-i-customise-dashboard-columns-and-share-views). Instead, each dashboard in a set functions as a view with its own column configuration, which LUSID saves and displays for everyone with access to the workspace. > > > > If you want to switch between different views, you must add a new dashboard to the set with your required configuration. ## Adding existing dashboards to another set or workspace You can choose to display a dashboard in more than one dashboard set and workspace. Users of a given dashboard set can then view and interact with the existing dashboard as usual. To add an existing dashboard to a set, select **+** > **Add dashboard from workspaces…**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(862).png) ## Moving or removing dashboards from a set or workspace Every dashboard and set must have a designated “source“ workspace. You can hover over a dashboard name to see the source in the format `<workspace>/<group>/<name>`: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(860).png) When you add an existing dashboard to an additional set or workspace, LUSID displays the dashboard while maintaining it at its source. Changes to the dashboard appear across all sets and workspaces. Dashboards are not permanently fixed to their “source“ workspace. You can update the workspace a dashboard originates from by choosing to **Move** the dashboard or set it originates from: - **If a dashboard moves from the source location**: The source location reference breaks. Ensure you notify affected dashboard set users that they must re-add the dashboard using the new source location. - **If you remove a dashboard from another dashboard set**: The dashboard itself remains within the source location, and continues to be available elsewhere. - **If you delete a dashboard in the source location**: LUSID stops displaying the dashboard in all sets and workspaces. ### Example Imagine you create a dashboard set named **Orders** in a workspace named **PortfolioManagementEU**, and then add an **OrderBlotter** dashboard to the set: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(874).png) - The **OrderBlotter** dashboard has the source location `PortfolioManagementEU/GroupA/OrderBlotter`. - If you add the existing **OrderBlotter** dashboard to a set named **OrderManagement** in a different workspace, **My Workspace**, it maintains the source location and displays the dashboard in both sets. - A set can contain *source location dashboards* and *existing dashboards from other sets and workspaces* simultaneously. You could, for example, create a new set named **OrderManagement**, and add existing dashboards from both the **Orders** and **PortfolioManagement** sets. ## Managing access to a shared workspace [How do I create a policy to control access to workspaces?](/v1/docs/how-do-i-create-a-policy-to-control-access-to-workspaces) ## Removing a shared workspace *Coming soon* ## Troubleshooting ### `EntityWithIdAlreadyExists` error when saving When saving a dashboard set, you may see an error stating that a dashboard with the given name already exists, even though the dashboard doesn't appear in your current set view. This happens because dashboards and dashboard sets exist independently within workspaces. LUSID uniquely identifies each dashboard by the combination of its **Name** and **Group** within a workspace, and retains it there even if no set currently references it. A dashboard you saved previously can still occupy the name/group combination in the workspace, causing a conflict when you try to save a new dashboard under the same name. To resolve the issue: 1. Navigate to **Data Management > Workspaces**. 2. Select the workspace where you are trying to save the dashboard. 3. Find the existing item with the conflicting name and group. 4. Either **delete** the old dashboard if it is no longer needed, or save your new dashboard under a different **Name** or **Group** to avoid the conflict. > [!NOTE] > Important > > Before deleting an existing dashboard, be aware that the same dashboard item may be referenced by other sets or workspaces. Deleting it will remove it from all locations where it is displayed. If you are unsure whether it is in use elsewhere, consider renaming your new dashboard instead. A logical data partition most entities reside within in LUSID.