This feature is available only for stand-alone application subscribers. It is not available for integrated offerings through third-party platforms, since the third-party platform API interface will govern all user access and key user information. The third-party platform will remain as the system of record for all individual and company information, where as FOCUS451 will manage only the compliance documents as per templates defined by the admins.


Only the Company Admin can add and manage users, including changes to user information and stage. 


Users may be employees or non-employees. Consult your legal counsel to determine if the user is an employee or non-employee. 


The Company Admin can empower the Business Manager with user management privilege by setting up the access through Company Profile. This privilege, like all other privileges, can be revoked anytime. 


To add a new user: 


  1. Click on the Company Name (Business) on the Admin Panel located on the left hand side of the screen.
  2. Click on the "Employees" tab. 
  3. Click on "Create a new ..." button located on the Top Right Hand Corner and that will bring up a screen to add a new user. 
  5. For a new user, the required items that must be entered are:
    1. First Name
    2. Last Name
    3. Email Address
    4. Login ID is firstname.lastname by default. If it is already taken or at the discretion of the admin, it can be changed at this time. 
    5. Mobile Number is required for Two Factor Authentication. 
    6. Employment stage: New users may be put into any stage as per company policy. 
  6. Click "Create". 
  7. This will launch the user creation process in the system and the the employee will receive an "User Activation Email" containing a secure, unique link and instructions for initial login. Whenever a new user is added to a business, the system automatically sends an activation email to the user. The activation email contains:
    1. USERID, and 
    2. A unique, secure link that the user must click to get initial login access into the system.
  8. The user needs to update their profile on the first login. 
    1. The only item that the user cannot update is their Social Security Number. That can be added/updated by the Company Admin (or Business Manager if empowered by the Company Admin). 
    2. Alternatively, the company admin (or the Business Manager) can fill the rest of the user information.