Inviting a member or user

You invite a user when someone needs access to your organisation in 4planning. When creating a new user you can choose to send an invitation email automatically. If you did not, you can always send the invitation later.

Inviting automatically when creating a user

When you add a new user, you can choose to send an invitation email right away. The user then automatically receives an email with instructions to log in and activate their account.

Chose not to do this automatically? You can still arrange it afterwards.

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: Open pending invitations

1. Click Pending invitations in the top right.

Here you see an overview of every user who has not yet received an invitation or has not yet activated their account.

Step 3: Select users

1. Select one or more people.
2. You can also select everyone at once.

Step 4: Send invitations

1. Click Send.

The selected person or people automatically receive an email inviting them to join your organisation in 4planning.

Tips for effective use

• Always check the email address before sending an invitation.
• Send reminders to users who have not activated their account yet.
• Communicate clearly so new members know what to expect.

Good to know

• Users receive an email with instructions to activate their account.
• You can resend invitations at any time.
• Users only gain access to the organisation after activation.