With 4M’s enterprise-grade Team Management, Admins can manage access, roles, and permissions across their organization. This includes inviting teammates, assigning or updating their roles, creating custom roles, and ensuring the right people have the right access at the right time.
Search for Team Members & Manage Roles
You can quickly find teammates and adjust their roles from the Team Management page.
Go to Team Management: Click on your profile menu (top right corner) and select Team Management.
Search for a user: Use the search bar to find teammates by name or email. The search bar can be used to find all users across your org, regardless of department or team.
View and update roles:
Next to each user’s name, you’ll see their current role under “Team Permissions.”
Click the role dropdown to assign a new role.
Changes apply immediately.
To learn more about how users can invite teammates, go to this article.
Bulk Invite Users
To onboard your entire team at once, you may use the Bulk Invite feature:
In Team Management, click Invite Members in the top right corner.
Enter multiple email addresses (separated by commas or spaces).
Assign a role to all the team members you are inviting. Because this is a bulk invite, only one role may be assigned. You may reassign individual roles after they’ve accepted the invitation from 4M in the Team Management page.
Click Send to deliver invitations directly to your teammates’ inboxes. Team members must click on the button in the email to accept the invitation and create their account in 4M.
Benefits of Bulk Invite:
Fast onboarding: Add multiple users at once.
Streamlined setup: Save time by skipping manual invites.
Efficient scaling: Perfect for large teams joining all at once.
Create Custom Roles
4M system roles (Admin, Purchaser, Collaborator, Viewer) cover most use cases, but enterprises often need more flexibility. That’s where Custom Roles come in.
Navigate to the Roles tab within the Team Management page.
Click Add New Role.
Name and describe the role.
Choose a hierarchy level: Based on system roles (Purchaser, Collaborator, or Viewer). This ensures role-based access control.
For example, A Purchaser-level custom role cannot invite Admins.
Select permissions: Toggle on specific capabilities and features (e.g., project creation, ordering data types, inviting users).
Save the role. You can now assign it to users in your organization.
Additional Notes:
Custom roles can be edited at any time. A confirmation screen will show how many users are affected.
If you delete a custom role, you’ll need to reassign its users before completing deletion.
Users can invite other users to roles with the same or lower hierarchy level.
User Management
Admins can track and manage all user activity from the Active Users or Invited Users tabs in Team Management.
Pending Invitations: In the Invited Users tab, you can view who was invited, who invited them, and when the invite was sent.
Resend or revoke invites: Click a button to resend or cancel invitations if the invite was missed in someone's inbox.
This eliminates friction when emails get lost and makes onboarding large teams faster and more reliable.
With the Admin capabilities to manage teams, 4M gives the flexibility, visibility, and governance organizations need to scale. Whether you’re inviting a few teammates or setting up an entire department, these tools ensure that everyone has the right access at the right time.
Need Help?
Reach out to your Customer Success representative for assistance with roles, permissions, or user management. Or, contact Support below.