Groups in 4planning explained

Groups are the foundation of collaboration in 4planning. They determine who has access to communication, documents, events and other parts of your organisation. This article explains what groups are and how to use them effectively.

What are groups?

Groups are collections of members or users within an organisation. Working with groups lets you share information in a targeted way and organise collaboration.

Each group can represent a team, committee, department or project, for example.

Why work with groups?

Using groups makes sure members only see information that is relevant to them.

• Targeted communication.
• Better privacy and security.
• A clear structure.
• Efficient collaboration.

What can you do within a group?

Within a group you have access to several parts:

• Events – Activities and planning within the group.
• News – Updates and announcements.
• Polls – Gathering opinions and decisions.
• Group chat – Internal communication.
• Documents – Sharing and managing files.
• Members – An overview of participants.

These parts help organise collaboration and engagement.

Who can join a group?

For every group you set who may take part:

• Everyone – Members can join by themselves.
• By invitation – Only administrators can add members.

Group visibility

You also decide who can see the group:

• Everyone – All members see the group.
• Group members only – The group is hidden from others.

This matters for confidential or internal collaboration.

Groups and security

Groups play an important role in privacy and data protection. Only members of a group have access to the information inside it.

This helps keep personal data, documents and communication safe.

Examples of groups

• Board or management.
• Volunteers.
• Project teams.
• Event committees.
• Departments or locations.

Tips for effective use

• Keep groups clear and logical.
• Use unambiguous names.
• Limit access to confidential information.
• Review the group structure regularly.

Good to know

• Groups are the foundation of communication and collaboration.
• Changes to groups affect visibility.
• You can adjust groups at any time.