Who this is for: All users. Deleting people is for admins.
Add an individual
- On the Individuals tab, click + Add individual.
- Enter first name, last name and email. Add job title, location, employee ID, reporting managers, org group and custom groups if you have them.
- Save.
Import individuals in bulk
- On the Individuals tab, choose Import individuals.
- Download the template. It comes filled in with your own values, so you can try an import before adding new people.
- Fill it in and upload it.
Importing adds new people. It doesn’t change individuals who are already in ChangePlan. For what to put in each column, see Import data with Excel templates.
Edit an individual
Click a name to open their profile. You’ll see their active initiatives, impacts, activities and time away from normal work. Edit their details and save.
Delete an individual
This permanently removes the person from the audience, along with their involvement in every initiative, activity and impact. It can’t be undone.
Delete several people at once
Use this for people who have left, people no longer linked to any org group, or outdated and duplicate records.
- On the Individuals tab, use Search or Filter to find the people, for example those with no org group after an org chart update.
- Tick the checkbox next to each person.
- Choose Delete from the bulk actions and confirm.
Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we’ll help.