Views:

1. Accessing the data management application

You can access the LUSID workflow application either via: 1) the navigation panel on the top left corner, or 2) the app tray on the top right corner. Please note that you need to be signed in to your LUSID domain in order to access the navigation panel and app tray.



 

1.1. The groups dashboard

The groups dashboard allows you to create, view, edit and delete portfolio groups.
 

1.2. The portfolios dashboard

The portfolios dashboard allows you to create, view, edit and delete portfolios.
 

1.3. The properties dashboard

The portfolios dashboard allows you to create, view, edit and delete properties.
 

1.4. The corporate actions dashboard

The corporate actions dashboard allows you to create, view, edit and delete corporate action sources.
 

1.5. The quotes dashboard

The quotes dashboard allows you to create, view, edit and delete quotes.
 

1.6. The instruments dashboard

The instruments dashboard allows you to create, view, edit and delete instruments.

 

1.7. The recipes dashboard

The instruments dashboard allows you to view, edit and delete recipes.

 

1.8. The files dashboard

The file manager allows you to upload, download, edit and delete files.