Platform Management
Introduction
The user profile settings menu provides quick access to platform settings and management tools, grouped into four main sections: Personal Settings, System Settings, Company Profile and People Management.
1. Personal Settings
Manage your individual account preferences and configurations.
Available Tabs:
Personalisation – Adjust visual and layout preferences for your workspace.
Password – Change or reset your account password securely.
Preferences – Configure general settings such as currency & number preferences, Decimal places and other preferences.
Requests – View and manage requests you have submitted within the platform.
Notifications – Set up notification preferences for alerts, updates and platform messages.
Price Alerts – Create and manage alerts for specific asset price thresholds.
Change Requests – Track and review change requests you have initiated.
2. System Settings
Access and configure platform-wide settings and operational rules.
Available Tabs:
2FA – Enable or manage two-factor authentication for enhanced security.
Change Request – Review and manage platform-wide change requests.
Processes – Configure automated and manual processes across the platform.
Notifications – Set global notification rules for all users.
Global Allocation Templates – Define templates for allocating assets or funds.
Value Date Rules – Configure rules for calculating and applying value dates in transactions.
Scoring Configurator – Set scoring criteria for risk or performance evaluations.
Transaction Loaders – Upload and process bulk transaction data.
Schedules – Create and manage recurring schedules for automated tasks.
Regulators – Configure regulator-specific reporting and compliance settings.
Fields – Manage custom fields and metadata across objects.
Notification User Logs – View logs of notifications sent to users.
Integrations – Connect and configure integrations with external platforms.
Constructors – Create or modify data constructors for platform operations.
3. Company Profile
Manage your organization’s core identity within the platform.
You can:
Update site information (company name, address, and contact details).
Upload or update the company logo.
Manage associated companies within your organization’s account.
4. People Management
Oversee users, roles, and responsibilities within the platform.
Available Tabs:
Roles – Define and manage platform roles with associated permissions.
Profiles – Create user profiles and assign roles for appropriate access levels.
Managers – Assign and manage managerial responsibilities within teams.
Activities – Track and review user activities and engagement in the platform.