IAM How-to guides

• How do I create a data policy to control access to properties?

• How do I create a role?

• How do I obtain and use a short-lived API access token from Okta?

• How do I set up a personal user account?

• How do I change passwords or MFA settings, or revoke access?

• How do I generate and reveal a client secret?

• How do I create a feature policy?

• How do I create a data policy?

• How do I determine the API endpoint I need for a feature policy?

• How do I use an API access token with the SDKs?

• How do I use SSO in conjunction with LUSID

• How do I specify an expiry date or a rolling validity date for a policy?

• How do I assign policies, roles and users to each other using the API?

• How do I set up multi-factor authentication (MFA)?

• How do I create or revoke a long-lived personal access token?

• How do I reset my password if I've forgotten it?

• How do I set up a service user account?

• How do I create a policy collection?