Workspaces and dashboard sets

Updated
  • Updated on Jun 24, 2025
  • Published on Jun 3, 2025
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The LUSID web app 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.

Workspaces is a preview feature with further enhancements in progress

You may find that the feature is not fully rounded off, and encounter unexpected details.

We encourage you to experiment with the feature by clicking the Use workspaces... button. Once you have finished experimenting, you can revert back to your existing setup by clicking the Use Personalisations… button.

If you are looking to set up shared dashboards with specific entitlements, contact us to discuss how best to implement your requirements.

By default, LUSID disables workspaces for each LUSID user. To get started with workspaces, navigate to Dashboards > Dashboard Sets and click the Use workspaces… button:

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.

Note dashboard sets do not migrate into workspaces, so you’ll need to create your sets.

With your new workspace selected, you can add or import your desired dashboard sets, including:

All dashboards are part of a dashboard set. You can rename and provide a description for dashboards and sets when you Save:

When saving, note:

  • A dashboard or dashboard set Name cannot contain spaces.

  • 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 that, together with its Name, uniquely identifies a dashboard or set within a workspace.

  • You can select the 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.

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…:

Note

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>:
 

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, 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 delete a dashboard in the source location, LUSID stops displaying the dashboard in all sets and workspaces.

  • If you remove a dashboard from another dashboard set, the dashboard isn’t affected elsewhere.

Example

Imagine you create a dashboard set named Orders in a workspace named PortfolioManagementEU, and then add an OrderBlotter dashboard to the set:

  • 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.

How do I create a policy to control access to workspaces?

Coming soon