User RolesAdmin✗Staff contributor✗External Contributor✗Pulse user

Groups are a way to organize and manage users with similar roles or permissions. In this short article, we'll explain how to create and manage groups in Silverfin.

Table of contents

What is the purpose of creating a group in Silverfin?

  • Groups in Silverfin make it easier to manage permissions, control access, and improve collaboration within your office.
  • This feature lets you quickly grant access to multiple users at once.

How to create a group in Silverfin?

Groups are created at the office level by users with admin rights. 

  1. Click on the 'Users' tab on the office's landing page.
  2. Scroll down to 'Groups' and click 'Add group'.
  3. Name the group, add users, and specify which files the group will have access to.


How to add a group?

  • Users with admin rights can add group access to an internal user at the office level.
  • Users with admin rights can add a group to a file. All users within a group will have access to a file. Users with admin rights can add a group to a file. All users within a group will have access to a file.

How to remove a group?

  • Removing a group at the office level: Users with admin rights can remove a group at the office level by entering a group and clicking the button 'remove':
  • Removing a group on the file level: user with admin rights should hover over the name of the group and click the 'Remove' button.


Key information

  • Only users with admin rights can create and manage groups.
  • Both internal and external users can be part of a group. However, when a Pulse user is added to a group, their Pulse settings are overridden, granting them full access to the entire client file.
  • An admin user can only access and manage a group if they are included in it. If not, they cannot delete or modify the group at either the office or file level.