What happens after an invitation?

When you invite a user to your organisation in 4planning, the onboarding process starts automatically. This process helps new members or staff gain access quickly and get to know the environment.

Step 1: Receiving the invitation email

After you send the invitation, the user receives an email with a personal activation link.

• The user clicks the link to activate their account.
• This link is unique and secure.

Step 2: Activating the account

The user sets their own password and activates the account.

• The user gains access to your organisation.
• The default language and settings are applied.

Step 3: First login

After activation the user lands directly in the environment.

• The user only sees information that is relevant to them.
• Groups and rights determine what is visible.

Step 4: Onboarding screens in the app

In the mobile app the user can get a short introduction explaining how 4planning works and what the main features are.

You can customise this onboarding yourself in the settings.

Step 5: Users' first actions

After logging in, users can immediately:

• View news and updates.
• Sign up for activities.
• Reply to messages.
• Discover groups and documents.

Why this matters

Good onboarding means users become engaged faster and stay active.

• Users understand the platform's value more quickly.
• The chance of adoption and use increases.

Tips for effective use

• Make sure content is ready before you invite people.
• Use a clear welcome message.
• Encourage first actions such as signing up or replying.

Good to know

• You can resend invitations.
• The onboarding can be customised per organisation.
• A good first impression increases engagement.