Platform Configuration
Manage your workspace settings
Notifications
Configure alerts, email preferences, and push notifications
Email AlertsPush NotificationsSlack IntegrationDaily Digest
Security
Manage authentication, sessions, and access controls
Two-Factor AuthSession TimeoutAPI KeysAudit Logs
Team
Manage team members, roles, and permissions
User ManagementRole AssignmentAccess GroupsInvitations
Data
Configure data sources, integrations, and sync settings
Data SourcesSync ScheduleExport SettingsArchival Policy
Appearance
Customize theme, layout, and display preferences
Theme ModeDashboard LayoutDate FormatCurrency
Integrations
Connect with external tools and services
ProcoreSAPMicrosoft 365Webhooks
API Access
API keys allow external applications to access your portfolio data. Keep your keys secure and rotate them regularly.
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