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

In Silverfin, you can manage user access based on a person's role and the needs of your organisation. Whether you want to manage staff members, external contributors or Pulse users, this guide will help you make the necessary adjustments. Read on to discover how, as an admin user, you can adjust access for different types of users.

Table of contents 

Key information

Only admin users can change user access. These are the adjustments you can make:

  • From staff contributor to Pulse user
  • From Pulse user to staff contributor (if they were originally created as staff)
  • From external contributor to Pulse user
  • From Pulse user to external contributor (if they were originally created as an external)

It is not possible to change a staff contributor into an external contributor, or the other way around. If you need this change, contact support@silverfin.com and provide the email address of the user involved.

Steps to adjust access

1. From staff contributor to Pulse user

Firm level:

  1. Go to the 'Users' tab and select 'Staff'.
  2. Click on the user's name.
  3. Untick the 'Multi-file access' option.
  4. Change the access to Pulse user -  add the specific file in the 'External access (Pulse user)' section. 

File level:

  1. On the client overview page, open the left-hand navigation panel and click 'Edit client'.
  2. Go to the 'Users' tab.
  3. Click on the 'Edit' button next to the user you want to modify.
  4. Choose the new role in the pop-up.

2. From Pulse user to staff contributor (if they were created as staff)

You can recognise internal Pulse users by the 'limited access' tag in the user list.

Firm level:

  1. Go to the 'Users' tab and select 'Staff'.
  2. Click on the user's name.
  3. Remove Pulse access to the client files.
  4. Enable multi-file access, or grant access to one or more specific files.

File level:

  1. On the client overview page, open the left-hand navigation panel and click 'Edit client'.
  2. Go to the 'Users' tab.
  3. Click on the 'Edit' button next to the user.
  4. Choose the new role in the pop-up.

3. From external contributor to Pulse user

File level:

  1. On the client overview page, open the left-hand navigation panel and click 'Edit client'.
  2. Go to the 'Users' tab.
  3. Click on the 'Edit' button next to the user.
  4. Choose the new role in the pop-up.

4. From Pulse user to external contributor (if they were created as an external contributor)

Note: external contributor rights cannot be assigned at firm level. They can only be assigned at file level.

File level:

  1. On the client overview page, open the left-hand navigation panel and click 'Edit client'.
  2. Go to the 'Users' tab.
  3. Click on the 'Edit' button next to the Pulse user.
  4. Change their role to external contributor.

Summary

  • Staff contributor to Pulse user: can be adjusted at both firm level and client file level.
  • Pulse user to staff contributor: only if they were originally created as staff.
  • External contributor to Pulse user: can only be adjusted at file level.
  • Pulse user to external contributor: only if they were originally created as an external.