User Management

Administrator Only

User Management is only accessible to users with the Administrator role.

The User Management section allows administrators to create, manage, and deactivate user accounts, and control what each user can see and do within Point.

Viewing Users

Navigate to User Management in the left sidebar (visible to administrators only).

The user list shows:

Column	Description
Name	The user's full name
Email	Login email address
Role	The user's role (see Roles & Permissions)
Status	Active, Inactive, Pending Invitation
Last Login	Date and time of the most recent login
Created	When the account was created

---

Inviting a New User

1. Click + Invite User
2. Enter the user's email address and full name
3. Select their Role (see Roles & Permissions)
4. Optionally, restrict their access to specific Clients or Portfolios
5. Click Send Invitation

The user will receive an email with a link to set their password and activate their account. The invitation link expires after 7 days.

Resending Invitations

If a user hasn't activated their account, you can resend the invitation by clicking Resend Invitation next to their name in the user list.

---

Editing a User

1. Click on the user's name in the user list
2. Click Edit
3. Modify the fields as needed:
   • Name, email
   • Role
   • Portfolio/client access restrictions
   • Status (Active/Inactive)
4. Click Save Changes

---

Deactivating a User

When a user leaves the organisation or no longer needs access:

1. Click on the user's name
2. Click Edit
3. Change Status to Inactive
4. Click Save Changes

Inactive users cannot log in. Their historical activity (audit logs, generated reports, etc.) is retained.

Don't Delete Users

Deleting a user removes their audit trail. Always deactivate rather than delete.

---

Access Restrictions

By default, users with the Viewer or Analyst role can see all portfolios and clients. You can restrict access to specific portfolios or clients:

1. Open the user's profile
2. Click Edit
3. Under Access Restrictions, toggle on Restrict to specific clients/portfolios
4. Select the clients or portfolios this user should have access to
5. Click Save

---

Audit Log

To see a log of all user activity:

1. Go to User Management
2. Click Audit Log
3. Filter by user, date range, or action type

The audit log records:

• Logins and logouts
• Data changes (who changed what, and when)
• Report generation
• User management actions