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

As an admin user, you can’t directly switch a staff user to an external user, or an external user to a staff user, at firm level. However, the Silverfin Support team can make this change for you.


How do I request a role change?

  1. Contact Support.Reach out to the Silverfin Support team via email at support@silverfin.com or via chat, and provide the following details:
    • The user's name or email address.
    • The firm associated with the user.
    • The requested role change (e.g. staff user to external user).
  2. Support team action. Our support team will make the necessary changes and confirm once the update is complete.