📄️ Settings
Open Settings from the sidebar to manage your subscription, choose what 4admin extracts, set up email templates and signatures, connect your CRM, and connect the mailboxes and phone numbers you contact providers from.
📄️ Managing users
Everything on this page assumes each person on your team signs in with their own 4admin account. If your firm uses one shared login, there are no separate users to manage, and nothing to reassign between people. To move from a shared login to individual logins, so you can control access, see who did what, and safely off-board leavers, email support@4admin.co.uk and we'll help you migrate.
📄️ Reassigning ownership
Reassigning only matters when each person signs in with their own 4admin account. On a shared login there is one owner for everything and nothing to move between people.
📄️ Data retention
4admin doesn't keep policy analyses forever. Records that nobody has touched for a set period of inactivity are removed automatically. The exact period is shown on the Data retention page.