Linking members or users to groups

In 4planning a group determines which communication, documents and activities a user can see. Members can add themselves to open groups, or an administrator can link them to groups that are only accessible by invitation.

Joining a group yourself

When a group is set to open, users can join by themselves.

1. Go to All groups in the left-hand menu.
2. Look through the overview of available groups.
3. Choose the group you want to join.
4. Join the group.

Once they have joined, the user immediately has access to the information and communication within that group.

An administrator links members to groups

When a group is set to By invitation, a user cannot join on their own. In that case an administrator adds them.

1. Go to Settings > Groups.
2. Open the group.
3. Go to Members.
4. Add one or more users.

The user then gains access to the group.

Why groups matter

Groups determine who has access to:

• News and communication.
• Events and planning.
• Polls and decision-making.
• Documents and files.

This helps share information in a targeted and secure way.

Tips for effective use

• Use open groups for general information.
• Use invitation-only groups for confidential collaboration.
• Check regularly that members are in the right groups.

Good to know

• Users only see information from groups they belong to.
• Groups are the basis of collaboration and visibility.
• Administrators can add or remove members at any time.