Admin Settings is the central configuration module for the ChangeGPS platform. It is where practice administrators configure firm-wide settings that affect all users and all modules — including company information, branding, integration connections, letter templates, meeting templates, the service catalogue, and module-specific settings. Admin Settings is restricted to users with the Administrator role.
Admin Settings is available in Australia.
What Admin Settings does
Admin Settings stores your firm's company information (name, ABN, address, contact details) that is used across all ChangeGPS modules and in generated documents.
The module manages connections to external systems — including Xero Practice Manager (XPM), BGL, ADE, Xero Invoice, and FuseSign — through the Integrations tab.
Admin Settings is where letter templates used in Letters Merge are created, edited, and managed.
Meeting templates for Action Meeting are configured in Admin Settings, pre-populating agenda items for each meeting type.
The service catalogue used by Service Plan — the list of services your firm offers — is managed in Admin Settings.
Module-specific settings for Engage, Actions/Meetings, and Business Structure Advice are configured here.
Who should use Admin Settings
Admin Settings is restricted to Administrators — typically the practice principal, practice manager, or IT administrator. Standard practice staff (accountants, support staff) do not have access to Admin Settings.
Administrators should configure Admin Settings during the initial ChangeGPS setup and revisit it whenever the firm's details change, new integrations need to be connected, or templates need to be updated.
Key settings areas
Company Info tab
Firm name, ABN, registered address, phone, and email
Used in generated documents (letters, tax advice reports, meeting agendas) as the practice's details
Branding tab
Upload the firm's logo for use in generated documents
Customise accent colours and branding elements
Integrations tab
Manage connections to external systems:
Xero Practice Manager (XPM) — OAuth 2.0 connection for CIM client import
ADE (Access Data Exchange) — API key connection for CIM client import
Xero Invoice — OAuth 2.0 connection for billing workflows
FuseSign — OAuth 2.0 connection for digital document signing
Application Settings tab
Module-specific configuration in expandable accordion sections:
Global Settings — Platform-wide defaults
Engage Settings — Configuration for the Engage module (Licensed)
Actions/Meetings Settings — Meeting templates and action settings for Action Meeting (Licensed)
Service Plan Settings — Service catalogue for the Service Plan module
Business Structure Advice Settings — Settings for business structure advice workflows
Letter Templates
Create and manage the letter templates used in Letters Merge. Add new templates, edit existing ones, or archive templates that are no longer in use.
Email Templates
Configure email templates used when sending documents directly from ChangeGPS modules.
Getting started
Navigate to Admin Settings from the ChangeGPS platform menu (Administrator access required).
Start with Company Info — enter the firm's name, ABN, and address.
Set up Integrations — connect your practice management system (XPM, BGL, or ADE).
Configure Application Settings for the modules your firm uses.
Add Letter Templates and Meeting Templates to support your team's workflows.
Need help?
If you have questions about Admin Settings or need assistance configuring a specific integration, reach out to our support team through the chat widget or contact your account manager.