Who this is for: Admins
Settings at a glance
General settings, Users, Initiative, Impacts, Org chart, Key dates, Assessment, SSO setup and Integrations.
Initiative settings
Settings > Initiative controls the checklist on every initiative and the change phases.
Adding a checklist item adds it to every existing initiative. Deleting one removes it from all of them, along with its dates, progress and notes.
Other settings
- Assessment: set up the change effort questionnaire
- Org chart: manage org levels and uploads
- SSO setup and Integrations: contact support@changeplan.co before changing these
Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we’ll help.