Settings
The Settings page lets you manage your account, customise 4admin, and configure integrations.
Accessing Settings
Click Settings in the sidebar.
Your Subscription
Usage Summary
The Usage card shows:
- Plans run: Document analyses completed this billing period
- Time saved: Estimated hours saved (~28 minutes per analysis)
- Amount due: Your upcoming invoice amount
Click Explore Usage for a detailed breakdown.
Customise Section
Plan Information Tags
Control which fields 4admin extracts:
- Select the policy type (Pension, ISA, etc.)
- Check fields you want extracted
- Uncheck fields you don't need
- Click Save
Custom Fields & Checklists
note
Available to selected accounts
- Add custom fields: Create fields specific to your needs. These will not be searchable in documents by 4admin, but can be auto-populated on phone calls if you are using the phone inegration. Once done, contact us at support@4admin.co.uk and we will add your custom fields to your checklists.
- Download/upload checklists: Export or import your field configuration
Email Templates
Configure templates for chasing missing information:
- Click Additional info requests
- Select the policy type tab
- Edit the template — must include
[missingKeys]placeholder - Set up user signatures (name, role per mailbox)
- Set up company signature (name, address, phone, logo)
- Click Save changes
See Using Phone and Email for details on using these templates.
Integrations Section
CRM
Connect 4admin to your CRM to push extracted data directly:
- Intelliflo: Requires app installation from Intelliflo Store
- Plannr: Minimal setup required
- Xplan (Iress): Requires site URL and admin approval
- Curo (T4A): Requires site URL and admin approval
See CRM Integrations for setup instructions.
Contact Methods
Configure email accounts for sending correspondence directly from 4admin.
Managing Users
If you're on Growth or Enterprise plan and are an admin, you'll see user management options. See User & Access Management.