Roles & Permissions

Point uses a role-based access control (RBAC) system. Each user is assigned a role that determines what they can see and do within the platform.

Standard Roles

Administrator

Full access to all platform features, including user management and system settings.

Capability	✅ Can Do
View all portfolios and clients	✅
Create/edit/delete portfolios	✅
Manage users	✅
Configure system settings	✅
Access admin menu	✅
Generate all report types	✅
Override prices and FX rates	✅
Configure data feeds	✅

Portfolio Manager

Can manage portfolios and securities, but cannot manage users or system settings.

Capability	Access
View assigned portfolios	✅
Create/edit portfolios	✅
Manage securities	✅
Add/edit transactions	✅
Generate reports	✅
Use Point AI	✅
Manage users	❌
System settings	❌

Analyst

Read access to portfolios and analytics. Can generate reports but cannot modify data.

Capability	Access
View portfolios	✅
View analytics	✅
Generate reports	✅
Use Point AI	✅
Create/edit portfolios	❌
Add transactions	❌
Manage users	❌

Relationship Manager

Focused on client-facing activities. Can view portfolios and generate client reports.

Capability	Access
View assigned client portfolios	✅
Generate client reports	✅
Use Point AI (briefing notes)	✅
View analytics	✅ (read-only)
Edit portfolio data	❌
View data quality details	❌
Manage users	❌

Operations

Focused on data quality and operational tasks.

Capability	Access
View all portfolios	✅
Data Quality module	✅ (full access)
Refresh Jobs	✅
Reconciliation	✅
Override prices/FX rates	✅
Manage securities	✅
Generate reports	✅
Manage users	❌

Viewer

Read-only access to assigned portfolios.

Capability	Access
View assigned portfolios	✅
View analytics	✅
Generate reports	✅
Edit any data	❌
Use Point AI	❌

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Permissions Summary Table

Feature	Admin	Portfolio Manager	Analyst	Rel. Manager	Operations	Viewer
View Portfolios	✅ All	✅ Assigned	✅ All	✅ Assigned	✅ All	✅ Assigned
Edit Portfolios	✅	✅	❌	❌	❌	❌
Securities	✅	✅	👁️	👁️	✅	👁️
Transactions	✅	✅	👁️	❌	✅	❌
Live Analytics	✅	✅	✅	✅	✅	✅
Data Quality	✅	👁️	👁️	❌	✅	❌
Point AI	✅	✅	✅	✅	❌	❌
PDF Reports	✅	✅	✅	✅	✅	✅
User Management	✅	❌	❌	❌	❌	❌
System Settings	✅	❌	❌	❌	❌	❌

👁️ = Read-only access

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Custom Roles

If the standard roles don't meet your needs, contact support@pointgroup.io to discuss custom role configurations.