| User Roles |  Admin | ✗Staff contributor | ✗External contributor | ✗Pulse user |
You can give a client access to Pulse by adding them as a Pulse user, either at firm level through the 'Users' tab or directly within a client file. This article covers both methods, including the client details you need to enter, the confirmation email and the access options available.
Table of contents
How do I add a Pulse 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:
- Click the 'Users' tab on the firm landing page.
- Go to 'External' and click 'Add external user'.
User details section
In the 'User details' section, fill in the following fields:
Email address: 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.
Name: This field does not have to be unique. Multiple accounts within the same firm can share the same name.
Language: The language you choose determines the default language of the firm landing page and of the files the user has access to.
Send confirmation 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 confirmation email after the account has been created.
User Single-Sign On (SSO) settings: If you tick this option, the user must sign in with SSO. If you leave it unticked, the user signs in to Silverfin with a password, or with their SSO details if they belong to another SSO.
External access section
In the 'External access' section, click 'Add client file' and start typing the name of the file the new user should have access to.
How do I add a Pulse user at client file level?
- On the client overview page, open the left-hand navigation panel and click 'Edit client'.
- Go to the 'Users' tab and click 'Add Pulse user'.
- Fill in the relevant details.
If the 'Manage Access' option is ticked, a Pulse user can add other Pulse users to a file. This feature is activated in the firm settings. Please contact your Customer Success Manager for more information.