Who this is for: Admins and initiative owners
Each person who can open an initiative has an access level: Full Access, Editor or Viewer. The Change manager field is separate: it's a title for reporting and doesn't change what anyone can do.
Access levels
- Full Access: full control of the initiative, including who else can access it. (This level used to be called "Change Manager".)
- Editor: edit the initiative's content without full control.
- Viewer: read-only.
Action | Full Access | Editor | Viewer |
Edit initiative details | Yes | No | No |
Duplicate initiative | Yes | No | No |
Edit change effort | Yes | Yes | No |
Edit the change canvas | Yes | Yes | No |
Edit milestone dates | Yes | Yes | No |
Edit or import risks | Yes | Yes | No |
Edit or import activities | Yes | Yes | No |
Open reports | Yes | Yes | Yes |
Export reports (for example Change Canvas, Audience) | Yes | Yes | Yes |
Give someone access to an initiative (admins)
- Click Settings in the left menu and open the Users tab.
- Click the user, or click + Add for a new user, and check their licence: Full or Read-only.
- Tick the checkbox next to each initiative, then choose Full Access, Editor or Viewer.
- Click Save.
You can also do this from the initiative: open it, click Edit initiative in its left menu, and use Initiative access.
Assign the Change manager title
- Open the initiative.
- Click Edit initiative in its left menu.
- Find the Change manager field.
- Select one or more licensed users and save.
The title shows who leads the initiative in reporting. Removing or changing it doesn't change anyone's access, and a person can have Full Access without being listed as Change manager.
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Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 21 October 2026