How can I update or remove an existing user?
On the firm's landing, go to 'Users' and click on the profile of the user you want to update:
Within the User profile, there are also two extra options that are only available for existing users:
- Make inactive: If a user no longer needs access to Silverfin, you can make them inactive. All the data that this user has ever added will be retained, however.
- Send welcome mail: use this feature to send the user an email enabling them to set a new password.
If you need to updating a user's e-mail address, please contact the Silverfin support team.