User RolesAdmin✗Staff contributor✗External Contributor✗Pulse user

This article provides an overview of the External Contributor role in Silverfin, including its purpose, access level, and specific permissions.

Table of contents

Purpose of the External Contributor Role

  • The External Contributor role is primarily intended for internal bookkeepers who need access to the client file to carry out necessary preparations. 
  • Instead of holding a direct Silverfin licence, the internal bookkeeper accesses Silverfin through the accountant, who acts as an intermediary.

Cost

  • There is an additional fixed price per client file per year, regardless of the number of external users added to a file. 
  • For more details, contact your customer success manager. 

Access Level

External Contributors have limited access to the client file. Their permissions are similar to those of internal users but with specific restrictions.

Key Limitations of External Contributors

External Contributors cannot:

  • Perform actions on the client overview screen (e.g. deleting or replacing data).
  • Unlock periods.
  • Access the 'Edit file' button.
  • Add or delete workflows.
  • Access checklists.
  • Add reconciliations and checklists within a workflow. 
  • Add or delete reports.
  • Star or unstar accounts.
  • See audit log.
  • Edit tags in communication.

Export with 'External Contributor' style bundle

When creating exports, a default neutral style is automatically applied for all External Contributors.

Key informations

  •  Automatic by default: As soon as an external contributor is active, a unique, neutral export style is enabled for them automatically.
  • Mandatory Style: The External style is automatically applied to any export created by an external contributor.
  • Full Control:  External style can be edited at the firm level if needed. However, it cannot be copied or deleted, preventing incorrect use of the firm branding.
  • Simplified Export Options: External contributors cannot choose a different style or bundle during export; these options are hidden from them.
  • Filtered Export History: External contributors only see their own exports, created with the External style, ensuring confidentiality.

Need More Information?

  • If you have questions or need to activate specific functionalities, please contact your Customer Success Manager for further assistance.