How do I grant secure access to my LUSID domain for support?

When you need support from FINBOURNE, we may ask you to temporarily grant access to your account and data in order that we might resolve any issues efficiently. 

FINBOURNE employees are unable to access your account and data without first obtaining your explicit consent. Learn more about our security practices.

You can specify:

  • A role for the FINBOURNE employee that determines what data they can see and which operations they can perform.

  • A time period between 1 and 14 days. You can revoke access at any time.

Granting access

To grant access:

  1. Sign in to the LUSID web app.

  2. Navigate to the Help > Data Access dashboard and click the Grant Access button:  

  3. Select a role for the FINBOURNE employee, a number of days, and a description as a reminder to yourself (or your team) why access has been granted:
     

    Role

    Code

    Explanation

    IAM Read-Only

    support-iam-readonly

    Grants read-only access to IAM features and data only.

    IAM Administrator

    support-iam-administrator

    Grants top-level administrator access to IAM features and data only.

    LUSID Read-Only

    support-lusid-readonly

    Grants read-only access to the LUSID platform.

    LUSID Document Sharer

    support-lusid-document-sharer

    Grants:

    • Write access to a special root LUSID-support-document-sharer folder in Drive.

    • Read-only access to all the other files and folders stored in Drive.

    LUSID Administrator

    lusid-administrator

    Grants top-level administrator access to the entire FINBOURNE platform.

Revoking access early

By default, access automatically expires after the set number of days. You can revoke access to all active grants early by clicking the Revoke access button that appears when you have at least one active grant: