Onboarding
How to set up 4planning, invite your users and get them actively using it.
About 4planning
- What is 4planning and who is it for? 4planning is an all-in-one platform for communication, planning and collaboration within organisations, available in the…
- What can you do with 4planning? A complete platform that brings communication, planning and collaboration within your organisation together in one place…
- Browser or app: how do you use 4planning? 4planning is available in the browser and as a mobile app. Both work together and share the same core features.
Getting started
- Creating your own 4planning environment Create your own environment with a short wizard that sets up the basics of your organisation.
- Where do you start? Setup order (step-by-step plan) Setting up your environment in the right order gives you structure and clarity, and helps users adopt it quickly.
- Settings explained The Settings overview is made up of cards, grouped under a few headings. This article walks through them so you know whe…
Inviting users for the first time
Onboarding your users
- What happens after an invitation? Inviting a user automatically starts the onboarding process, which helps them gain access and get to know the environmen…
- The welcome email: explained and customised The welcome email is often the first contact with new users. You can customise it to fit your organisation.
Increasing engagement
Frequently asked questions
- Users are not logging in It is common for users not to log in straight after an invitation. Usually the explanation or motivation is missing.
- Users don't understand the system Low understanding is normal when introducing new software. The right approach fixes it quickly.
- Too many questions from members A lot of questions at the start usually means members are engaged. The right approach reduces them quickly.
- How do I build support for it? Support within your organisation is essential for a successful rollout. When leaders back it, others follow faster.
- How do I train administrators? Administrators are key to 4planning's success. Training them well increases engagement and prevents questions.
