ChangePlan User Types

ChangePlan user license types

System administrator

Full user

View only

ChangePlan user licenses are not required by individuals for the below roles. Being assigned one of these roles does not grant these individuals access to log in to ChangePlan.

Activity deliverer

Activity owner

Impact owner

Risk owner

Deliverable owner

Project manager

System administrators

We recommend each organization has a maximum of two administrator users, since these users are able to make changes to sensitive backend settings that can affect all users.

System administrators can only be added and removed (provisioned and deprovisioned) by the ChangePlan team

• Backend configuration settings: Access/edit • ChangePlan users: Add (license count permitting)/edit/delete • Portfolios: Default access to all portfolios, Add/edit/delete • Initiatives: Default access to all initiatives, Add/edit/delete, assign to portfolios

Full users

This is the default user type for change practitioners using the system.

• Backend configuration settings No access • ChangePlan users: No ability to add/remove new ChangePlan users • Portfolios: No default visibility. Can be added as a portfolio owner, contributor or viewer • Initiatives: No default visibility. To see initiatives, must be added as an initiative owner (change manager), contributor or viewer Add/edit/delete, assign to portfolios

View only users

• Backend configuration settings No access • ChangePlan users: No ability to add/remove new ChangePlan users • Portfolios: No default visibility. Can be added as a portfolio viewer only • Initiatives: No default visibility. To see initiatives, must be added as an initiative viewer

Portfolio access

ㅤ	User rights
Portfolio Owner	Portfolios • Add new initiatives to the Portfolio Initiatives • Access/edit/delete all Initiatives in the Portfolio Note: • Listed as the ‘Change Manager’ of initiatives they create. If the Change manager role for that Initiative is changed to another user, the Portfolio Owner can continue to access/edit the Initiative, however won’t be listed in the ‘Change Manager’ column. User management • Add/remove Portfolio Contributors & Portfolio Viewers • Add/remove: Initiative Change Manager, Initiative Contributor, Initiative Viewer
Portfolio Contributor	Initiatives • Add new Initiatives to a Portfolio by selecting that Portfolio in the dropdown in the ‘Add Initiative’ screen. Notes: • If a user is listed as Portfolio Contributor, they are not automatically listed as ‘Contributor’ for each of the initiatives within. • If you wish this user to appear in the Initiative’s Contributor list, add them to the Initiative Contributor role ◦ One-by-one in each Initiative’s Add/edit screen ◦ Or, by selecting multiple initiatives and the role ‘contributor’ in the user’s profile in Settings/Users • Because Initiative roles have a certain priority over Portfolio roles, if a user is a Portfolio Contributor, but also a Change Manager for an Initiative within this Portfolio, they have full access to the Initiative.
Portfolio Viewer	Initiatives • Read-only access to all Initiatives within the Portfolio • No access to Initiative Risks, Activities and Stakeholder pop-up screens • No access to Deliverables and Success pages Notes: • If a user is listed as Portfolio Viewer, they are not automatically listed as ‘Initiative Viewer’ for each of the initiatives within. • If you wish this user to appear in the Initiative’s Viewer list, add them to the Initiative Viewer role ◦ One-by-one in each Initiative’s Add/edit screen ◦ Or, by selecting multiple initiatives and the role ‘viewer’ in the user’s profile in Settings/Users • Because Initiative roles have a certain priority over Portfolio roles, if a user is a Portfolio Viewer, but also a Change Manager for an Initiative within this Portfolio, they have full access to the Initiative.

Initiative roles

ㅤ	User rights
Initiative Change Manager	Initiative • Access/edit/delete the Initiative Users • Add/remove: Initiative Contributors, Initiative Read-only
Initiative Contributor	Initiative • Access/edit the initiative
Initiative Viewer	Initiative • Access the initiative but make no changes