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Add Users and Manage Access

Add Users and Manage Access

Admins can easily add new users and manage access levels in ChangePlan. Follow the steps below to add users, assign access, and increase your user count when needed.

Published on February 28, 2025

How to Add a New User

  1. Go to Settings
      • Click the Welcome Button (top-right corner).
      • Select Settings from the dropdown menu.
  1. Open the Users Tab
      • Navigate to the Users tab to see the current list of users.
  1. Add a New User
      • Click the Add button.
      • Enter the user’s name and email address.
  1. Select License Type
      • Full License → Grants full access to all features (create, edit, and manage initiatives, portfolios, stakeholders, risks, and activities).
      • Read-Only License → Provides view-only access (ideal for stakeholders who need visibility without editing rights).
  1. Assign Access to Portfolios & Initiatives
      • Choose which portfolios and initiatives the user should have access to.
      • For Full License Users, set their permission level within initiatives and portfolios.

Increasing Your User Count

Need to add more users to your account? ChangePlan can quickly increase your user count.
  1. Request Additional Users
      • Have your ChangePlan admin email [email protected] with the number of Full-Access and Read-Only users needed.
      • We typically process requests within 24 hours.
  1. License Confirmation & Billing
      • Once provisioned, we’ll confirm the new licenses with your admin.
      • Any new licenses will be pro-rated to align with your existing renewal date.
 
 
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