What admins, Full and Read-only users can do, and how portfolio and initiative access levels work.

Understand user types and permissions

User types and what each one can see and do.

Accounts

Edit the 12 change effort questions, their answers and point values in Settings > Assessment.

Set up the change effort questionnaire

Customise the Change Canvas sections for every initiative in Settings > Assessment.

Rename, reorder or hide Change Canvas sections

Set up the change effort questionnaire and the Change Canvas sections.

Assessment Settings

Decide how ChangePlan should be configured for your organisation, tab by tab, before onboarding.

Plan your ChangePlan configuration

Plan how ChangePlan is configured for your organisation.

Configuration

What audience and initiative data can be bulk-uploaded via XLS, and what needs to be entered directly in ChangePlan.

Learn which ChangePlan data — audience org charts, employees, impacts, risks, and activities — can be bulk uploaded via XLS, and which fields need to be entered manually.

Check what data you can bulk upload

Bring your existing project data into ChangePlan.

Data Migration

How Workday org chart and employee data reaches ChangePlan through an automated SFTP file export.

Connect Workday to ChangePlan

Integrations

How ChangePlan sets up SSO with Okta, Microsoft or a direct connection, and what your IT team sends.

Set up single sign-on (SSO)

Set up single sign-on for your organisation.

Sign-in Options

Which actions send emails (pulse checks, activity confirmations, user invitations) and which don't.

Know when ChangePlan sends emails

Add users, choose their licence, give them portfolio and initiative access, and remove leavers.

Add users and manage their access

How to hide an initiative, who can still see hidden initiatives and portfolios, and where they're left out.

Who can see hidden initiatives and portfolios

Only admins can edit an org group's Details; everyone else can view them.

Who can edit org group details

Add users, control access and manage notification emails.

Permissions

Add your organisation's logo in Settings > General settings so it shows on emails and exports.

Add your company logo

Set up the Hashtags (formerly Functions) and Initiative types lists so initiatives can be tagged, filtered and reported on.

Set up hashtags and initiative types

Your logo, hashtags, initiative types and other organisation-wide settings.

General Settings

Users, permissions, settings, imports and integrations for admins.

Settings and admin

Add up to three custom fields to every individual so people can search, sort and filter by them.

Add custom fields for individuals

Admins can download every initiative's change effort responses as one XLS file from Settings > Assessment.

Export all change effort responses to Excel

Initiative access levels (Full Access, Editor, Viewer), how to assign them, and the Change manager title.

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