Creating a member or user

In 4planning you can easily add a new member or user to your organisation. That gives them access to the right groups, communication and information. This article walks you through creating a user step by step.

Step 1: Go to Members

1. Log in to your 4planning environment.
2. Scroll to Organisation in the menu.
3. Click Members.

Step 2: Create a user

1. Click Create user in the top right.

You now see the form for adding a new member or user.

Step 3: Fill in personal details

Complete the required fields:

• First name*
• Last name*
• Email address*

You can optionally add:

• Phone number
• Address details
• Date of birth (dd-mm-yyyy)
• Company name

Step 4: Set member and administrator status

Indicate whether this person:

• Is a member of the organisation
• Is an administrator (this member gets the same rights as you, except for organisation settings).
  • You can then indicate whether this member is a super administrator, which grants them the same rights as you.

Administrators have additional rights within the organisation.

Step 5: Select groups

Decide which groups the user is added to.

• Select one or more groups.
• You can also set whether the user is a group administrator here.

The user automatically gains access to communication and information within these groups.

Step 6: Set the default language

Choose the user's default language. Available options include:

• Nederlands
• English
• Deutsch
• Or your own dialect or preferred language.

The user will see the environment, notifications and communication in this language.

Step 7: Send an invitation email

Choose whether to send an invitation email.

• Yes – The user immediately receives an email to activate their account.
• No – You can do this later, per user or in bulk.

Step 8: Save the user

1. Check all the details.
2. Click Save.

The user is added to the organisation.

Tips for effective use

• Add new members to the right groups straight away.
• Use clear group structures to keep things organised.
• Always check the email address to avoid activation problems.

Good to know

• The user receives an invitation only if you choose to send one.
• The default language determines how the environment is displayed.
• Administrators have extensive rights within the organisation.