Account

An account is an individual user that logs into the Hardfin platform. If you are using single-sign-on (SSO) through Google or Microsoft, anyone at your domain can authenticate with a Hardfin account automatically.

Understand user relationships

An account can be associated with one organization, which is the Hardfin account that the user has access to. If a single person needs access to multiple Hardfin accounts, they should log in with a different username for each account.

View account details

To see your account details, navigate to the account page. Here you will see a table with your registered email address, first name, and last name.

Your email address is pulled from your single-sign-on (SSO) provider, such as Google or Microsoft. You can modify your first and last name as they appear in the Hardfin platform.

View Hardfin account details

You can configure notifications for your account in the Notifications section of your account page.

A full audit log is also available with a history of account-related actions, including logins.