| User Roles |  Admin | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
This article explains how to add clients as Pulse users via two methods: the 'Users' tab at the office level or within the client file. It provides step-by-step instructions on entering client details, sending confirmation emails, and managing user access for efficient use of the Pulse feature.
TABLE OF CONTENTS
How to add a Pulse user at the office level?
- Click on the 'Users' tab on the office landing page.
- Scroll down to 'External' and click 'Add external user'.
- In the 'User details section' fill in the following fields:
Email address: The email field is mandatory. Each email address must be unique, meaning you cannot have two accounts with the same email address within the same office.
Name: The name field does not have to be unique. Multiple accounts within the same office can share the same name.
Language: The chosen language determines the default language of the office's landing page and the files the user has access to.
Send confirmation email: If this option is ticked, Silverfin sends the user an email to set their password. If not ticked, you can send the confirmation email after the account is created.
User Single-Sin On (SSO) settings: If this option is ticked, the user must sign in with SSO. If not ticked, the user will sign in to Silverfin with a password or SSO details if they belong to another SSO within the office. - In the External access section click on the button 'Add client file' and start typing name of the file new created user should have access to.
How to add a Pulse user at the file level?
- On the client overview screen, click 'Edit Client' button.
- Go into the 'Users' tab and click 'Add Pulse user'.
- Fill in the relevant details.
If the 'Manage Access' option is ticked, it allows a Pulse user to add other Pulse users. This feature is activated in the office settings. Please contact your Customer Service Manager for more information.