User roles Admin✗ Staff contributor✗ External contributor✗ Pulse user

As an admin user, adding new team members to Silverfin is a key task to ensure everyone has the access they need. This guide will walk you through the process step-by-step, making it easy to set up new users and customize their access levels.

TABLE OF CONTENTS

Steps to Add a New User

1. Navigate to the User's Tab

  • Start on your firm’s landing page in Silverfin.
  • Click on the 'Users' tab.

2. Add a New Staff User

  • Click 'Add Staff User'.

3. Fill in User Details

  • Complete the 'Data' form with the user’s information.
  • Choose User Role: Decide if the new user should be a standard user or an Admin user.
  • Admin User: Admins have full access to all files, settings, user pages, and templates. Only admins can create new files and add new users.
  • Send Confirmation Email: Enable this to send the user an email so they can set their own password.
  • SSO Setup: If your firm uses Single Sign-On (SSO) for authentication, make sure to enable SSO for the new user.

4. Set Access to Records

  • Multi-file Access: This gives the user access to all files. You can adjust this later within a specific client file if needed.
  • Specific File Access: If the user should only access certain files, deselect 'Multi-file access', select 'Add contributor access', and choose the specific files they need.

5. Save the New User

  • Click 'Save' to finalize the new user setup.

Important Notes:

  • Login Deadline: The new user has seven days to log in using the link in the welcome email. If they miss this deadline, you can resend the welcome email by clicking ‘Send Welcome Mail’ on their profile.
  • Admin Rights Needed: Only admin users can add new users. If you don’t have admin rights, ask an admin in your firm for help.

By following these steps, you can easily add new users to Silverfin and make sure they have the right access to get started. If you have any questions, don’t hesitate to reach out to your team’s admin for assistance.