Adding full access and view-only users in ChangePlan admin settings
Steps to Add Users and Manage Access
- Access the Settings Menu
- Click the Welcome Button in the upper-right corner of the screen.
- Select Settings from the dropdown menu.
- Navigate to the Users Tab
- Click on the Users tab to view the current list of users and their access levels.
- Add a New User
- Click the Add button to begin adding a new user.
- Enter the user’s details, such as name and email address.
- Choose License Type
- Select the user’s license type based on their role:
- Full License: Grants full access to all features and functionalities in ChangePlan. Users with this license can create, edit, and manage portfolios, initiatives, stakeholders, impacts, risks, and activities.
- Read-Only License: Provides view-only access, allowing users to monitor data without making changes. Ideal for stakeholders or team members needing oversight.
- Assign Portfolio and Initiative Access
- Select the portfolios and/or initiatives the user should have access to.
- For Full-Access Users, specify their permission level for initiatives and portfolios (explained below).
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