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

You can add a colleague to Silverfin as a staff user, either at firm level through the Users screen or directly within a client file. This article covers both methods, including the user details you need to enter, the welcome email and the access options available.

Table of contents 

How do I add a staff user at firm level?

At firm level, only users with admin rights can add a user. If you are an admin user, follow the steps below:

  1. Click Users in the left panel, under Admin.
  2. Go to the Staff tab and click Add staff user. The New staff user window opens.
  3. Complete the sections described below, then click Save changes.

User details section

In the User details section, fill in the following fields:

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

Email: This field is mandatory. Each email address must be unique, which means you cannot have two accounts with the same email address within the same firm.

Language: The language you choose determines the default language of the firm overview page and of the files the user has access to.

Send welcome email: If you tick this option, Silverfin sends the user an email so they can set their password. If you leave it unticked, you can send the welcome email after the account has been created.

Roles and permissions section

Choose the role the colleague needs:

Admin: can manage users, templates, workflows and firm settings.

Staff: can access and work on assigned client files, but does not have firm-level administrative permissions.

Under Additional permissions, tick Can create new files? if the user should be able to create new files, even without admin rights.

Client file access section

You can set a user up with access to:

  • all files where multi-file access is enabled
  • specific files only

Multi-file access: tick Enable multi-file access to give the user access to every file that has multi-file access enabled. The option shows how many client files that covers.

Specific file access: click Add client file and start typing the name of the file, then select it from the list. This gives the user access to selected client files only.

Groups: gives the user access to a group set up in your firm. This adds the user to every client file in that group.

Pulse client portal access section

You can also add an internal user as a Pulse user for a specific client file. Click Add Pulse client portal and select the file.

How do I add a staff user at client file level?

  1. On the client file overview page, click the client file name at the top of the left panel and choose Edit Client.
  2. Go to the Users tab and click Add staff user.
  3. In the New staff user table, fill in the Name, Email and Language of each user. You can add up to four staff users at a time.
  4. Click Save.
If the Manage Access option is ticked, a staff user can add other users to a file. This feature is activated in the firm 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 at firm level. If you do not have admin rights, ask an admin in your firm for help.