Adding a new user
This page only applies if your firm uses individual logins (one account per person) rather than a single shared login. Adding a user creates a separate login under your subscription — you can't do this if you've set up 4admin to be accessed by a shared account. To switch to individual logins, contact support@4admin.co.uk.
In Settings → Manage Users, click Add in the team section.
Enter:
- First name
- Last name
- Email — they'll use this to log in
- Access level — Limited data or All data (see Access levels)
- Feature access (where available) — Policy analysis and/or Reconciliation
- Grant admin access — check this if they should be able to manage users and reassign ownership across the organisation
Click Invite. The user receives an email with their login credentials.
The blue summary box
While you fill the form, the blue box at the bottom summarises what the new user will be able to do. If you tick Grant admin access it explicitly notes that they will also be able to reassign policies and LoAs across the organisation, and bulk-reassign a user's records before deletion — so admins know upfront what powers they're handing out.