User Roles | Admin | Staff contributor | External Contributor | ✗Pulse user |
In this article, we outline the responsibilities of admin users within Silverfin. Admin users have explicit responsibilities for file creation and user management. Read on to learn about the exclusive capabilities of admin users in Silverfin.
Table of contents
Office level
- add new files
- activate/deactivate and manage users
- create/change client types
- activate/edit templates:
> account templates
> reconciliation templates
> text templates
> report templates
- add/edit workflows
- edit workflow working screens
- edit workflow configuration
- add/edit workflow statuses
- add/edit mapping lists
- add/edit checklists
- add/edit adjustment tags
- add/edit communication tags
- create/edit Styles
- create/edit Pulse templates
- access Advanced Settings
- create/edit queries and triggers in Insights
- create/edit synchronisation
File level
- archive files
- manage users
Additional information
- admin users have access to all files except for the protected private files. Explicit permission is needed to access those files.
- only admin users can inquire with support to unarchive a file.
- only admin users can contant support to change the email address of a user.