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Start here for admins

Your path through setting up and running ChangePlan for your organisation.

Published on October 20, 2026
Who this is for: ChangePlan admins setting up and looking after ChangePlan for their organisation.
Work through these in order when you first set ChangePlan up, then come back to them as you need. Each step links to the full guide. New to the terms? See the Glossary.

Set up ChangePlan

  1. Get started as a ChangePlan admin: what admins do and where to start.
  1. Find your way around Settings: what each Settings tab is for.
  1. Plan your ChangePlan configuration: decide your impact types, activity types, risk categories and more.
  1. Add your company logo: brand ChangePlan for your organisation.
  1. Set up hashtags and initiative types: the labels people use to group initiatives.
  1. Set up the change effort questionnaire and Rename, reorder or hide Change Canvas sections.

Bring in your people

  1. Import your org chart for the first time.
  1. Import data with Excel templates: every template and the order to import in.
  1. Add custom fields for individuals.
  1. Update your org chart and employee data and Setting up automated org chart & employee updates.

Users, access and sign-in

  1. Add users and manage their access.
  1. Understand user types and permissions and Give people access to an initiative.
  1. Who can see hidden initiatives and portfolios and Who can edit org group details.
  1. Set up single sign-on (SSO).
  1. Know when ChangePlan sends emails.

Integrations and data

  1. Connect Workday to ChangePlan.
  1. Check what data you can bulk upload.
  1. Active Directory Data Use in ChangePlan and AI in ChangePlan: technical, security and data handling.

Still stuck?

Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026
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