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

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