User RolesAdmin✗Staff contributor✗ External Contributor✗ Pulse user

This article explains how to add staff contributors using two methods: via the 'Users' tab at the office level or within a client file. It provides step-by-step instructions on entering user details, sending confirmation emails, and managing user access.

Table of contents

How to add a Staff user at the office level

  1. Click on the 'Users' tab on the office landing page.
  2. Choose 'Staff' and click 'Add staff user'.
  3. In the 'User details section' fill in the following fields:

1. Email address:This field is mandatory. Each email address must be unique, meaning you cannot have two accounts with the same email address within the same office.

2. Name: This field does not have to be unique. Multiple accounts within the same office can share the same name.

3. Language: The chosen language determines the default language of the office's landing page and the files the user has access to.

4. Administrator: Specify whether the user should have admin rights.

5. Can create new files: If this option is ticked, the user can create new files, even without admin rights.

6. Send confirmation email: If this option is ticked, Silverfin sends user an email to set their password. If  it is not ticked, you can send the confirmation email after the account is created.

7. Require user to sign in with SSO: If ticked, the user must sign in with SSO. Otherwise, they can sign in with a password or SSO details if they belong to another SSO.

Internal access

A user can be set up to have access to:

  • All files where multi-file access is enabled
  • Specific files only

Multi-file access: grants the user access to all files where multi-file access is enabled.

Specific client access: allows access to selected client files. 

Groups: you can provide user with access to a specific group set up in the firm. This effectively adds the user to all client files within that group.

External access

You can add an internal user as a Pulse user for a specific client file.

How to add a Staff contributor at the file level?

  1. On the client overview screen, click 'Edit Client' button. 
  2.  Go to the 'Users' tab and click 'Add Staff contributor'.
  3. Fill in the relevant details.

If the 'Manage Access' option is ticked, a staff contributor can add other users to a file. This feature is activated in the office settings. Please contact your Customer Success Manager for more information.

Good to know

  • Login Deadline: The new user has seven days to log in using the link in the welcome email. If they miss this deadline, you can resend the welcome email by clicking ‘Send Welcome Mail’ on their profile.
  • Admin Rights Needed: Only admin users can add new users on the firm level. If you don’t have admin rights, ask an admin in your firm for help.

By following these steps, you can easily add new users to Silverfin and make sure they have the right access to get started. If you have any questions, don’t hesitate to reach out to your team’s admin for assistance.