> For the complete documentation index, see [llms.txt](https://docs.sylvera.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sylvera.com/excel-add-in/install-and-sign-in.md).

# Install and sign in

Add the Sylvera tab to Excel and connect it to your Sylvera account

Installing takes about five minutes and doesn't need administrator rights. The add-in is installed for your user account only.

{% hint style="info" %}
**Rolling out to a team?** Your IT team can deploy the add-in to everyone at once through the Microsoft 365 admin center, so it appears in Excel without each person running an installer. Contact your Customer Success Manager for the deployment details.
{% endhint %}

{% tabs %}
{% tab title="Windows" %}
Requires Windows 10 or 11.

1. **Download the installer:** [install-sylvera-windows.zip](https://excel.prod.sylvera.com/install-sylvera-windows.zip). If your browser warns that the file isn't commonly downloaded, choose **Keep**.
2. **Extract it.** Right-click the zip file and choose **Extract All…**. The new folder holds **Install Sylvera** and a supporting PowerShell script.
3. **Run Install Sylvera.** Windows warns that the publisher couldn't be verified, because the installer isn't code-signed yet. Select **Run**.
4. **Wait for "Installed."** A command window confirms the install. Close it.
5. **Open Excel.** If the **Sylvera** tab doesn't appear, go to **Home → Add-ins → Developer Add-ins** and select **Sylvera Add-in**.

A [printable Windows setup guide](https://excel.prod.sylvera.com/setup-guide-windows.pdf) with screenshots is also available.
{% endtab %}

{% tab title="Mac" %}

1. **Quit Excel** completely with ⌘Q. The installer can't add the tab while Excel is open.
2. **Download the installer:** [install-sylvera-mac.command](https://excel.prod.sylvera.com/install-sylvera-mac.command).
3. **Run it.** Double-click the file. The first time, macOS blocks it because it isn't notarized yet. Go to **System Settings → Privacy & Security**, select **Open Anyway**, then open the file again.
4. **Wait for "Installed."** A Terminal window confirms the install and lists the next steps. Close it.
5. **Open Excel.** The **Sylvera** tab appears in the ribbon.
   {% endtab %}
   {% endtabs %}

## Sign in

1. On the **Sylvera** tab, select **Account**. The Sylvera pane opens on the right.
2. Select **Sign in with Sylvera**.
3. Enter the email and password you use for the Sylvera platform.

The pane shows your email once you're connected. Your sign-in is saved on this device only. It's never written to a workbook, so sharing a file never shares your access.

To sign out, select **Account**, then **Sign out**. Do this on a shared computer.

## Check it works

On the **Sylvera** tab, select **Examples**. The add-in creates six example sheets filled with real project data. If the values fill in, you're ready to go.

## For your IT team

* **What it installs:** a ribbon tab in Excel for the current user. No administrator rights are needed.
* **What it connects to:** Sylvera (sylvera.com) and Microsoft's Office services, over HTTPS only.
* **What it stores:** each person's Sylvera sign-in, on their own device. Nothing is stored in workbooks, and the add-in doesn't read or send anything else on the machine.
* **Why it shows a security warning:** the installers aren't code-signed or notarized yet. A signed release is on our roadmap. If your organization blocks unsigned installers, you may need to allow this one.


---

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