Member administration
Everything you need to know about managing members, data, groups and roles in 4planning.
Klik om te laden — er wordt pas dan verbinding met YouTube gemaaktManaging members
- Creating a member or user In 4planning you can easily add a new member or user to your organisation, giving them access to the right groups, commu… video
- Managing staff Staff aren't a separate type of account, but a role on top of a regular member — with access to the staff dashboard.
- Inviting members with a sign-up link and QR code Let members sign themselves up with a link or QR code. Anyone already in your member list gets their existing account in…
- Inviting a member or user Give someone access to your organisation by sending an invitation email — either while you create the user or at any lat…
- Deleting a member or user Delete a user who should no longer have access to your organisation in 4planning. Once deleted, that person loses access…
- Managing and changing a user's details As an administrator you can change a user's personal data, groups, roles and settings. Learn which details you can edit …
- Setting up custom fields for members (shirt size, certificates, role...) Use custom fields to store your own member data, such as shirt size, driving licence or certificates. Members fill these…
- Presenting and showing awards (honorary member, anniversary, badge) Record who received which award and when — honorary member, anniversary, certificate or badge — with a date, a presenter…
- Linking child and parent accounts (family accounts) Link a child without their own login to a parent's account, so the parent can handle events, membership fees and details…
Import & export
- Importing members or users via Excel or CSV Import several members or users at once from an Excel or CSV file in 4planning. This saves time and avoids entering ever…
- Assigning groups and roles to members or users Add several members at once via Excel or CSV and link them straight to the right groups and roles, so you do not have to…
- Checking imported member data After importing via Excel or CSV, check that all member data was transferred correctly. This prevents problems with comm…
- Approving Sportlink changes New or changed players from Sportlink aren't applied blindly — you review every change first in the Sportlink inbox.
Groups & rights
- Creating and managing groups Create groups in 4planning and decide who can take part, who can see the group and who has rights in it. This is how you…
- Groups in 4planning explained Groups determine who has access to communication, documents and events in 4planning. Learn what groups are and how to us…
- Linking members or users to groups Link members to the right group in 4planning. Learn when members can add themselves and when an administrator has to lin…
- Assigning roles and rights to members or users In 4planning, roles determine what rights a user has. Learn which roles exist, how to assign them and what they mean for…
- System administrator, administrator and standard user What is the difference between system administrator, administrator and standard user in 4planning? Learn what each role …
Overview & search
- Using the member overview See every user in your organisation in one overview. Learn how to search, filter and quickly carry out actions on severa…
- Searching and filtering in your organisation Search and filter within groups in 4planning so you only see what is relevant to a specific audience. Especially useful …
- Using the member directory A visual overview to recognise members or colleagues — with photo, role and contact details according to their own priva…
- Companies in your club Record which companies belong to your club, with logo and industry, and link members to them — so the directory works by…
Privacy & data
- GDPR and data protection in 4planning Learn how 4planning contributes to GDPR compliance and which measures you can take yourself to protect the personal data…
- Managing your contact details Change your own contact details in 4planning so other members and administrators always have your current address, phone…
- Privacy settings for members and users Decide yourself which personal details are visible to other members in 4planning: your email address, phone number, birt…
- Setting the default visibility Decide what new members see of each other by default - and apply that choice to your existing members with one button.
