Who this is for: Users who can edit the initiative
Role tags label what each person does on an initiative, such as Change Manager or Risk Owner. Use them to see who is responsible for what, and to find people by role.
Assign role tags to an individual
- Open the initiative and choose Audience, then the Individuals tab.
- Select an individual.
- Under Overview, open the Role tag dropdown and pick one or more tags.
- To create your own role tag, click Edit. In the window that opens, create the tag and assign it.
Default role tags
ChangePlan includes these role tags and assigns them automatically, based on what each person is responsible for in the initiative:
- Change Manager
- Benefit Owner
- Activity Deliverer
- Risk Owner
- Impact Owner
Show role tags in the Individuals table
- On the initiative's Audience > Individuals tab, click Columns.
- Turn on the Project role column.
Find people by role tag
- Search: type a role tag in the search bar on the Individuals tab.
- Filter: click Filter and filter by role tag.
Export role tags
On the Individuals tab, use Export to download the list of individuals with their role tags.
Role tags across all initiatives
- Go to Audiences in the left menu and open the Individuals tab.
- Click Columns and turn on the Role tags column.
- Use Search or Filter to find people by role tag.
Tips
- Use the same role tags across initiatives so reports line up.
- Filter by role tag to spot gaps, such as an initiative with no Risk Owner.
- Export role tags to share who is responsible for what.
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Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026