Using the member overview

The member overview in 4planning gives you a complete picture of every user in your organisation. You can search, filter and carry out actions quickly. This article explains how to use it effectively.

Step 1: Go to the member overview

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

You now see an overview of all members and users.

Searching for a user

Use the search field to find a specific user quickly.

• Search by name, email address or other details.
• This is handy in large organisations.

Viewing members

Clicking a user opens their profile and shows all their details and settings.

• Personal details.
• Contact information.
• Groups and roles.
• Other settings.

Carrying out quick actions

From the member overview you can easily perform actions such as:

• Inviting users.
• Changing details.
• Deleting members.
• Changing roles.

Overview and control

The member overview helps you manage access and security.

• Check who has access to the organisation.
• Check roles and rights.
• Check whether users are active.

Tips for effective use

• Review the member list regularly.
• Delete users who no longer need access.
• Work with clear group structures.