HedgePoint
MANAGEMENT№ 01 / 074 capabilitiesShipping

User Management

A Client Admin's team console for building and governing their organisation's user roster. Invite Analysts and Viewers with single-use 72-hour email links, promote or switch roles inline, and keep Admin access locked until an account is deliberately re-issued. Pending invitations surface reminder status and one-click resend or cancel, so no seat is ever left in limbo.

Inside the module
  • 01.Role-based invites: send secure single-use links for Analyst and Viewer seats
  • 02.Inline role management with sticky, self-protected Admin accounts
  • 03.Live pending-invitation tracking with auto-reminders, resend and cancel
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00Live preview

The actual User Management screen.

A faithful mirror of the in-app User Management page, same headers, same tables, same controls. The same view your team sees when they log in.
/app/user-management

User Management

Live Invite User

Invite Analysts and Viewers into Vantex Capital Ltd and manage pending invitations.

Your team
6 users

Sofia AlmeidaYou

sofia.almeida@vantexcapital.com

Admin

Marcus Bello

marcus.bello@vantexcapital.com

Admin

James Whitmore

james.whitmore@vantexcapital.com

Analyst

Priya Nair

priya.nair@vantexcapital.com

Analyst

Daniel Okafor

daniel.okafor@vantexcapital.com

Viewer

Elena Rossi

elena.rossi@vantexcapital.com

Viewer
Pending Invitations2
NameEmailRoleRemindersActions
Amara Dialloamara.diallo@vantexcapital.comAnalystNo reminders yet · first reminder 06 Jul 2026
Tom Fletchertom.fletcher@vantexcapital.comViewerRe-sent 1× · last 02 Jul 2026
Sign-up links expire after 72 hours · reminders auto-send every 2 days
01How it works

From input to outcome, in four steps.

Each card lights up in turn. The full cycle takes twelve seconds, about how long it takes a dealer to walk a client through the same flow.
01

Import

CSV or XLSX bulk upload with auto-mapping.

02

Match

Hedges link to invoices and forecasts.

03

Filter

Slice by pair, type, counterparty, or status.

04

Export

Audit-ready CSV with every visible column.

024 capabilities

What's inside

The capabilities that ship with User Management, every one of them tested end-to-end before it lands on your desk.
  • 01Role-based invites: send secure single-use links for Analyst and Viewer seats
  • 02Inline role management with sticky, self-protected Admin accounts
  • 03Live pending-invitation tracking with auto-reminders, resend and cancel
  • 04Strictly own-company scoped, so Client Admins never see other organisations
036 more in Management

Other Management modules

04Talk to the desk

See User Management on real treasury data.

Twenty minutes, no setup required. Bring your own book and we'll walk through User Management live, alongside the rest of HedgePoint.
Request a demoBack to Management
Walkthrough plan20 MIN
  1. 01Your book, our chrome. We mount your trades behind HedgePoint.
  2. 02Live walkthrough. User Management in context with the rest.
  3. 03Q&A + integration map. Where it slots into your stack today.