Where do you start? Setup order (step-by-step plan)

Setting up your 4planning environment properly gives you structure, clarity and quick adoption by users. Following the right order avoids confusion and saves time.

Step 1: Decide on your organisation's structure

Before you start on settings and users, it is important to think about how your organisation works.

• Which departments, teams or committees are there?
• How do you want to communicate?
• Which groups have access to which information?

This forms the foundation of your environment.

Step 2: Set up house style and branding

Make the environment recognisable and professional.

• Upload your logo.
• Adjust colours and font.
• Set the theme.

A clear look increases trust and engagement.

Step 3: Create groups

Groups are the core of 4planning. This is where you decide who sees what.

• Create departments, teams or committees.
• Decide whether groups are open or closed.
• Set visibility and rights.

Step 4: Add users

Once the structure is in place, you can invite members or staff.

• Add them manually.
• Bulk import via Excel.
• Use registration links.

Link users to the right groups straight away. You can invite these users at a later stage.

Step 5: First communication and content

Make sure users experience value the moment they first log in.

• Post news items.
• Create a first event.
• Share important documents.

Step 6: Prepare for go-live

Prepare your organisation for using 4planning.

• Inform members or staff.
• Set a clear start date.
• Give a short explanation or training.

Step 7: Invite users

Once your environment is completely ready and all members have been informed in advance that your organisation's new app is coming, you can invite everyone on the agreed date. That way nobody is caught by surprise.

Step 8: Increase engagement

After go-live it is important to actively encourage use.

• Use push notifications.
• Organise activities.
• Ask for feedback.

Tips for effective use

• Start with the most important functions.
• Work step by step.
• Keep the environment uncluttered.

Good to know

• You can always expand later.
• A good start means higher adoption.
• Structure and communication are the key to success.