The Settings page
If your account has more than one portfolio available, or the current portfolio has more than one workspace and/or node, you can change to a different one, as follows:
- Click the User information panel, positioned to the right in the Control bar.
The Settings and Sign out buttons display.
- Click Settings.
The Settings page displays.
- Under Portfolio, Workspace and/or Node, click the downwards pointing arrow to the right of the relevant field and select the appropriate option from the drop-down list.
- When you are finished, click Confirm.
If the selected workspace and/or node is not appropriate for the portfolio, the Confirm button is unavailable. If this happens, you need to change the workspace and/or node.
To close the Settings page, click the X icon, positioned in the top right corner.