Your guide to the platform and user settings required for ChangeGPS
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To begin, watch our Welcome Video or use links below to learn how to:
- Add new users and assign licences
- Customise your company profile
- Add new users, assign the required licences and update user profile settings
- New users need to complete their user profiles
- Connect your XPM / Xero Tax to access your client data
- Edit your Global Letter settings
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Add your Company Branding: Logo, Letterhead and Follower Pages. You can send these to our support team if you have any trouble with uploading these items.
- Attend our personalised Member Induction Sessions - you'll receive an email invitation soon after joining. Be sure to attend the online meeting with us to complete your onboarding.
- Once your setup is complete, you and if a Pro Plan members, you will be able to regularly meet with your Member Success Manager. Their job is to make your GPS journey as successful as possible. Make sure you set aside some time to discuss the firm wide implementation of ChangeGPS. They will help you to prioritise the key tools, modules & resources you want to begin using to have the greatest impact.
- Use our Knowledge Base to find handy how-to guides and product insights.
- Need any help? Contact our Support Team
Also, don't forget to join our ChangeGPS Facebook Community to get support, ask questions, or start a discussion.