Managing and changing a user's details

As an administrator you can change all of a user's details. This is useful when there are changes to personal data, groups, rights or other settings.

Step 1: Go to Members

1. Log in to your 4planning environment.
2. Go to Organisation in the left-hand navigation bar.
3. Click Members.

Step 2: Find and open the user

1. Look up the user whose details you want to change.
2. Use the search field to find them faster if needed.
3. Click the user to open their profile.

Step 3: Edit the details

1. Click Edit in the top right.

All of this user's details can be changed here, such as:

• Personal details
• Contact details
• Dietary requirements
• Groups
• Rights and other settings
• The visibility of this member's birthday

Visibility of the birthday

Below the Date of birth is the field Birthday on the birthdays page, with three settings:

• Hidden — nobody can see this.
• Day and month — date visible, age hidden.
• Full date — including year and age.

When you use this depends on the Show birthdays setting under Settings › Access & privacy › Visibility:

• If it is set to Member's choice, the member chooses this themselves under My account. Only change it here if they ask you to.
• If it is set to Always (day and month) — the default — the member cannot set it to Hidden themselves and you can. Use that when a member objects to their birthday being shown; they have the right to object (GDPR, right to object).

See also Viewing and celebrating birthdays and Setting the default visibility.

Step 4: Save your changes

1. Check the details you changed.
2. Click Save at the bottom.

The changes take effect immediately.

Tips for effective use

• Check regularly whether user details are still up to date.
• Work with clear group structures to keep things organised.
• Limit rights to what is actually needed.

Good to know

• Changes are visible immediately.
• Users are not notified when their details are changed.
• Only administrators can change user details.