System Settings
Administrator Only
System Settings is only accessible to users with the Administrator role.
System Settings is where administrators configure platform-wide behaviour, integrations, and defaults.
Accessing System Settings
Click System Settings in the left navigation (visible to administrators only).
General Settings
| Setting | Description |
|---|---|
| Organisation Name | Your organisation's name, displayed in reports and emails |
| Default Base Currency | The default currency for new portfolios |
| Default Timezone | The timezone used for scheduling and timestamps |
| Date Format | How dates are displayed (DD/MM/YYYY, MM/DD/YYYY, etc.) |
| Fiscal Year Start | The start month of your fiscal year |
Branding
Customise the appearance of reports and the platform:
| Setting | Description |
|---|---|
| Logo | Upload your organisation's logo (used in reports and the platform header) |
| Primary Colour | Your brand's primary colour (used in report headers) |
| Secondary Colour | Your brand's secondary colour |
| Report Footer Text | Text to appear in the footer of all generated reports |
| Email Sender Name | The name shown when Point sends emails on your behalf |
Data Sources
Configure connections to external data sources:
| Section | Description |
|---|---|
| Market Data | Configure Bloomberg, Refinitiv, or other price feed connections |
| Custodian Feeds | Set up automated data feeds from banks and custodians |
| FX Rate Sources | Configure FX rate providers and their priority |
| Fund Administrator Feeds | Set up NAV feeds from fund administrators |
For each data source, you can configure:
- Connection credentials
- Data mapping rules
- Refresh schedule
- Error notification settings
Notification Settings
Configure system-wide email notifications:
| Notification | Description |
|---|---|
| Refresh Job Failures | Alert administrators when a data refresh job fails |
| High Priority Exceptions | Alert operations team when critical data quality issues arise |
| Reconciliation Breaks | Alert when reconciliation breaks exceed a threshold |
| New User Invitations | Confirmation emails when users are invited |
Security Settings
| Setting | Description |
|---|---|
| Session Timeout | How long before inactive sessions are automatically logged out |
| Password Policy | Minimum length, complexity requirements |
| Multi-Factor Authentication | Require MFA for all users or specific roles |
| IP Allowlist | Restrict access to specific IP addresses or ranges |
| Single Sign-On (SSO) | Configure Azure AD or other SSO providers |
Report Templates
Manage the report templates available to users:
- Click Report Templates
- See all available templates
- Click Edit to customise a template
- Click + New Template to create a custom template
- Click Duplicate to copy an existing template as a starting point
Audit Settings
| Setting | Description |
|---|---|
| Audit Log Retention | How long audit logs are retained (default: 7 years) |
| Data Change Tracking | Which data changes are logged (default: all) |
| Report Access Logging | Log when reports are generated and downloaded |