When and how to start inviting users

Inviting users is an important step in onboarding your organisation into 4planning. The right timing and approach make for a successful start and higher engagement.

When should you start inviting users?

Only start inviting once the basics of your environment are properly set up. That avoids confusion and makes sure users experience value straight away.

• The most important groups have been created.
• The organisation's structure is clear.
• The house style is set.
• The first content is ready, such as news and events.

When users log in for the first time, they should immediately see that the environment is active and relevant.

How do you start inviting?

There are several ways to invite users in 4planning:

• Add users manually.
• Bulk import via Excel or CSV.
• Share registration links.

Choose the method that suits your organisation best.

Start with a small group

It is wise to invite a small group of users first. Think of the board, management or active members.

• Test the environment.
• Gather feedback.
• Improve where needed.

After that you can invite the rest of the organisation.

Communication is essential

Explain clearly why you use 4planning and what the benefit is for the user.

• Send an announcement in advance.
• Explain what users can expect.
• Give a short explanation or training.

Tips for a successful start

• Plan a clear go-live.
• Use push notifications and news.
• Encourage first actions such as replying or signing up.

Good to know

• A good first impression increases adoption.
• Users become more active when they experience a benefit right away.
• You can always resend invitations.