Add an Enterprise User

Users

Overview

Enterprise users are people in your organisation who have access to Silverile. Adding a user creates their account, assigns them to a department, and sends them a welcome email with their login credentials — no separate invitation or signup step required.

You manage enterprise users from Enterprise Settings. From there you can add new users, update their details, reset passwords, and deactivate accounts.

Who can add users

Only Admins and Financial Admins can add enterprise users. If you don't see the option, ask an existing admin to either add the user for you or grant you admin access first.

Step 1 — Open Enterprise Settings

1Click your account menu in the top navigation bar
2Select Enterprise Settings
3Open the Users tab
4Click Add Enterprise User

Step 2 — Fill in the user details

FieldRequiredNotes
First NameYes3–25 characters. Must start with a letter.
Last NameYes3–25 characters. Must start with a letter.
EmailYesMust be a valid email address. Cannot be changed after the user is created.
User IDYesThe login username — 3–25 characters, lowercase letters, numbers, dots, hyphens. Cannot be changed after creation.
DepartmentYesThe department this user belongs to. Selecting a department automatically sets the Manager field.
PhoneNoOptional contact number.
Email and User ID cannot be changed after the user is created. Double-check both before submitting. If you make a mistake, you'll need to delete the user and recreate them.

Step 3 — Set roles

Three role toggles appear at the bottom of the form. Most users should have all three set to their defaults — only change these when you specifically need to grant elevated access.

RoleDefaultWhat it means
ActiveYesWhether the user can log in. Set to No to temporarily suspend access without deleting the account.
AdminNoCan add and manage other enterprise users, access Enterprise Settings, and administer the organisation.
Financial AdminNoCan manage billing, licenses, and user assignments. Only a Financial Admin can grant this role to someone else.

Step 4 — Add the user

1Review all fields — pay particular attention to Email and User ID
2Click Add Enterprise User
3The user is created and a welcome email is sent to them automatically
4The user list refreshes and the new user appears in the table

What the new user receives

Silverile sends a Welcome to Silverile email to the address you entered. It contains:

  • Their User ID
  • A system-generated temporary password
  • A link to log in

The user should log in and change their password after their first sign-in. If they don't receive the email, see the troubleshooting section below.

Managing existing users

Edit a user

Click any user's name or User ID in the list to open their profile. You can update their name, phone number, department, and role settings. Email and User ID are locked and cannot be edited after creation.

Reset a password

Open the user's profile and click Reset Password. This sends a new welcome email with fresh credentials to their registered email address. You can only reset passwords for active users other than yourself.

Deactivate a user

Open the user's profile and set Active to No. The user immediately loses the ability to log in but their account and history are preserved. Reactivate them the same way — set Active back to Yes. Reactivating requires an available license.

Delete a user

Open the user's profile and use the delete option. You cannot delete a user who is currently set as the manager of any department or project — reassign those first. You also cannot delete your own account.

Troubleshooting

I don't see "Add Enterprise User"

This feature is only available to Admins and Financial Admins. If you don't see the button, ask your Silverile administrator to grant you admin access.

"Please add extra licenses from Billing"

Your organisation has reached its user license limit. A Financial Admin needs to purchase additional licenses under Enterprise Settings → Billing before new users can be added.

"User already in the system" on the Email or User ID field

That email address or User ID is already registered. Use a different value — or search for the existing user in the list to check their current status.

The Manager field is blank or wrong

The Manager is set automatically based on the selected Department. If it looks wrong, the department's manager may not be configured correctly — update the department first.

The new user says they didn't receive a welcome email

Ask them to check their spam folder. If still missing, open the user in the list and use Reset Password to resend the welcome email with fresh credentials.

I can't set a user as Financial Admin

Only Financial Admins can grant the Financial Admin role. If you're a regular Admin, you won't see this option as active.