Admin Menu

Administrator Only

The Admin Menu is only accessible to users with the Administrator role.

The Admin Menu provides access to advanced administrative tools for managing the platform at a deeper level.

Accessing the Admin Menu

Click Admin Menu in the left navigation (visible to administrators only).

---

Data Management

Data Import

Bulk import data into Point:

Import Type	Description
Portfolios	Import portfolio definitions from a spreadsheet
Securities	Bulk import security master data
Prices	Import historical price data
Transactions	Import historical transaction data
FX Rates	Import historical FX rate data

For each import type:

1. Download the template
2. Fill in your data
3. Upload the file
4. Review the validation results
5. Confirm the import

Data Export

Export all data from Point for backup or migration purposes:

1. Click Full Data Export
2. Select the data types to include
3. Choose the format (Excel, CSV, JSON)
4. Click Generate Export
5. Download the file when ready

---

System Health

Monitor the health of the Point platform:

Panel	Description
API Status	Status of all external API connections
Job Queue	Status of background processing jobs
Data Freshness	How current the data is across all sources
Storage Usage	Database and file storage utilisation
Performance Metrics	Response times and system performance

---

Configuration Management

Price Hierarchy

Configure the priority order for price sources:

1. Click Price Hierarchy
2. Drag and drop sources to set their priority
3. The highest priority source's price will be used when multiple sources provide a price for the same security on the same date
4. Click Save

FX Rate Hierarchy

Configure the priority order for FX rate sources (same process as Price Hierarchy).

Validation Rules

Configure the rules that trigger data quality exceptions:

1. Click Validation Rules
2. See all active rules
3. Edit thresholds (e.g., "Flag as stale if price is more than 3 days old")
4. Enable or disable specific rules
5. Create custom rules

---

Maintenance

Clear Cache

If you're experiencing display issues, clearing the cache can help:

1. Click Clear Cache
2. Select what to clear (Analytics Cache, Report Cache, or All)
3. Click Confirm

Impact

Clearing the analytics cache will cause the next page load to be slower as caches are rebuilt.

Scheduled Maintenance

To put the platform into maintenance mode:

1. Click Maintenance Mode
2. Set the start and end time
3. Enter a message to display to users
4. Click Schedule Maintenance

Users will see a maintenance notice and will be unable to log in during the maintenance window.