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Adding a new user

Add and configuring a new user while maintaining compliance controls

Scott Smith avatar
Written by Scott Smith
Updated over 2 weeks ago

Only users with administrative access can add new users.


Before You Begin

Ensure you have the following information:

  • Full name and email address of the new user

  • Appropriate Access Level

  • Applicable Approval Level(s) (if needed)

  • Assigned Office/Department (if multi-office configuration is in use)


⚠️ Important Compliance Note

Do not update or repurpose an existing user account for a new person.
Each user account in SILO is permanently linked to:

  • Their full audit trail and activity history

  • Their approval actions and record ownership

  • Their login credentials and permissions

Reassigning or editing a previous user’s details (such as changing the name or email to a new person) compromises your audit integrity and violates compliance standards.

If a user leaves the organisation:

  1. Deactivate their account.

  2. Add the new user as a separate account following the steps below.


Step-by-Step Instructions

  1. Log in to SILO

  2. In the left navigation panel, go to:
    Settings > User List

  3. At the top of the user list, click Add User

  4. Complete the user form:

    • Name

    • Email

    • Access Level

    • Approval Level(s) (optional)

    • Office/Department (if applicable)

  5. Click Save


Post-Creation Actions

  • Notify SILO:
    Send the new user’s name and email to your Account Manager so they are added to product update communications.

  • Audit User List:

    • Deactivate former employees or users who no longer require access

    • Do not reuse old user accounts by editing their details — this compromises audit logs and activity history


Need Help?

If you need assistance, contact us at [email protected]

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