Welcome

The basics. Pick a tab below to edit it. Each row is one entry (a person, a link, an announcement). Type directly into the cells. Nothing is saved until you press Save changes.

Add an entry. Click + Add row, fill in the new blank row, then Save.

Remove an entry. Click the × at the end of a row, then Save.

Edit an entry. Click into any cell, change the text, then Save.

Links tabs (links, compliance, hr, etc.). Columns are name, url, description, status. A row with a name but a blank url becomes a section heading. Put # in url for a "link pending" placeholder. In the links tab, put y in the home column to feature that link on the home page.

Directory. Columns are first name, last name, email, office, phone_office, phone_mobile. Office India gets the copper accent. Leave a phone blank or type Unknown to hide it.

Firm Snapshot (the "table" tab). This one is different: column 1 is the label, column 2 is the value. The first row is the "as of" date (label column). Keep values simple like 1 or 75mn.

Announcements (the "updates" tab). Columns are date, title, body. The top row is the newest and shows as the pinned banner on the home page.

Add a whole new section. Click + New tab, name it (e.g. technology), add rows, Save. Then open the config tab and add a row — tab = the new name, label = what it shows in the menu, description = a short blurb — so it appears in the site navigation. Reload to see it.

Delete a section. Open the tab, click Delete tab, and type the name to confirm. A backup is kept server-side, but it disappears from the site. Also remove its row from the config tab so it leaves the navigation menu.

Market Intelligence news watchlist. Open the news_terms tab (create it with + New tab if it's not there). Columns are type and term. Set type to company or sector and term to what you want to follow (e.g. company / Blackstone, or sector / private credit). The home page news searches these and ranks stories higher the more of your terms they match, newest first. Companies are weighted a bit heavier than sectors. Leave the tab empty to use the default private-credit feed.

Undo. Each Save keeps a one-step backup of the previous version. If you overwrite something by mistake, tell whoever maintains the site — the prior version can be restored.

Note. Edits go live within a few seconds (there's a short cache). If you don't see a change, wait a moment and reload.