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

This article outlines the responsibilities of admin users in Silverfin. Admin users have exclusive responsibilities for creating client files and managing users. Read on to learn what only an admin user can do.

Table of contents 

What can an admin user do at firm level?

  • Add new client files.
  • Activate, deactivate and manage users.
  • Create and change client types.
  • Activate and edit templates:
    • account templates
    • reconciliation templates
    • text templates
    • report templates
  • Add and edit workflows.
  • Edit workflow working screens.
  • Edit workflow configuration.
  • Add and edit workflow statuses.
  • Add and edit mapping lists.
  • Add and edit checklists.
  • Add and edit adjustment tags.
  • Add and edit communication tags.
  • Create and edit Styles.
  • Create and edit Pulse templates.
  • Access Advanced settings.
  • Create and edit queries and triggers in Insights.
  • Create and edit synchronisations.

What can an admin user do at client file level?

  • Archive client files.
  • Manage users.

What else should I know about admin users?

  • Admin users have access to all client files, except for protected private files. Explicit permission is needed to access those files.
  • Only an admin user can ask support to unarchive a client file.
  • Only an admin user can ask support to change the email address of a user.