ChangePlan User Types

Creating User Accounts

Adding a System Administrator

Your ChangePlan administrators, ensure proper access control, manage users, maintain the org chart, can tweak configurable settings adjustments, and set key dates.

ChangePlan Administrator Responsibilities

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Accounts

Setting up the Change Effort questionnaire

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Changing the order of the Change Canvas Items

Assessment Settings

This document guides new customers in configuring ChangePlan, a change management platform, to align with their organization's specific needs, ensuring the system is correctly set up and ready for the change team.

Configuration Document Customer Guide

How colors are used in ChangePlan

Configuration

How we bring your inflight project data into ChangePlan?

Data Migration

Workday Integration

Jira Integration

SSO Setup

Integrations

Single Sign-on Set Up

Sign-in Options

When does ChangePlan send emails?

Managing permissions involves setting up roles and assigning them to users to ensure appropriate access and control within the system.

Defining Permissions

Adding full access and view-only users in ChangePlan admin settings

To ensure data accuracy and secure management, only admin users will have the ability to edit the details tab of org chart groups in ChangePlan. This restriction helps maintain the integrity of your organizational data and ensures role-based control over updates.

Editing Permissions for Org Chart Details

ChangePlan’s permission system ensures that hidden portfolios and initiatives, along with their details, remain invisible to users without the appropriate access. This article explains how permissions work, the specific areas where hidden data is restricted, and guidelines to manage hidden portfolios and initiatives effectively.

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