ChangeGPS Knowledge Base and Support Articles
Manage Users
Getting Started
What's New
Platform Updates
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Getting Started
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Client Acceptance
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TaxPlan
Introduction to TaxPlan
Add and Manage Client Group Entities
Getting started with your first TaxPlan
Download Additional TaxPlan Reports
Pro Tips for TaxPlan
Primary Producer
TaxPlan Advanced
Progress
Core
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Add & Manage Client Details
Create an Advice Report
Custom Settings
FAQs
Manage Users
Subscription & Billing
Integrations
Access HandiSoft (On Premise)
Xero Practice Manager (XPM)
FuseSign
GoCardless
Benefits Hub
FAQ
Back to home
ChangeGPS Knowledge Base and Support Articles
Manage Users
Getting Started
What's New
Platform Updates
Engage
Getting Started
Settings and Features
Client Acceptance
Integrated Payment Options
TaxPlan
Introduction to TaxPlan
Add and Manage Client Group Entities
Getting started with your first TaxPlan
Download Additional TaxPlan Reports
Pro Tips for TaxPlan
Primary Producer
TaxPlan Advanced
Progress
Core
Actions
Blueprint
Service Plan
Structure Advice
Trust Distribution Resolutions
Dividend Statements
FBT
Resources & Templates
Letters (Merge)
Protect
Add & Manage Client Details
Create an Advice Report
Custom Settings
FAQs
Manage Users
Subscription & Billing
Integrations
Access HandiSoft (On Premise)
Xero Practice Manager (XPM)
FuseSign
GoCardless
Benefits Hub
FAQ
Manage Users
Find articles to manage your user profiles and licenses
How to update and complete your User Profile
How do I reset my password?
How do I add a signature to a user profile to automatically include these in letters?
I've subscribed to a new plan (product or tier), how do I give users access?
How do I add licences to users?
How do I manage user permissions?
How do I add a 'Position Type' to my profile?
How do I add a new user?
How do I convert my signature to a PNG file with a transparent background
Two Factor Authentication (2FA)
How do I add or update my personal 'sign qualifications'