ChangeGPS

Overview of Admin Settings access, including administrator permissions and user management in ChangeGPS.

Who can access Admin Settings in ChangeGPS?

Overview of uploading logo and letterhead in Company Settings, including file requirements and setup.

Where do I upload my logo and letterhead in Company Settings?

Overview of connecting FuseSign, including setup steps and where digital signing is available.

How do I connect FuseSign for digital signing in Company Settings?

Overview of creating and editing meeting templates, including setup and availability for practice staff.

How do I edit or create a meeting template for Meetings & Actions in Company Settings?

Overview of managing Service Plan services, including adding, editing, categorising, and pricing services.

How do I add a service to the Service Plan catalogue in Company Settings?

Overview of fixing XPM connection issues, including re-authentication and common causes of sync failure.

My XPM connection is not working. How do I fix it?

Learn what Admin Settings does, including company configuration, integrations, templates, and module settings.

Admin Settings Overview

How to edit a service item your firm offers, used to populate EngageAML engagement letters.

Edit a service offered in EngageAML

How to create a new service item in Company Settings to populate in EngageAML.

Create a new service for EngageAML

Learn how to upload your firm's branding and fine-tune letter settings in Company Settings so your logo, letterhead, colours and signature details apply automatically to your letters and reports.

Customise your firm branding and letter settings

ChangeGPS doesn't currently support firms with multiple office locations, including multiple addresses or Client Import Manager integrations per office.

Can ChangeGPS support a firm with multiple office locations?

Manage company details, roles, and settings.

Company settings

Privacy Policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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