Just getting started with ChangeGPS? This session is designed for the person responsible for setting up and managing ChangeGPS at your firm — whether that's a practice manager, principal, or office administrator.

We'll walk you through your Onboarding Toolkit step by step: from setting up your Access Evo organisation and getting your team invited, to customising your company setup and managing your subscription. We'll also show you where to find product training and how to get support so you're never left guessing.

By the end of this session, your firm will be set up and ready to go.

Who should attend: The person (or people) responsible for administering ChangeGPS at your firm.
  • Welcome & Your Onboarding Toolkit — An overview of what's included and what we'll cover today.
  • Access Evo Organisation Setup — Creating your organisation and inviting your team members.
  • Assigning ChangeGPS Seats — How to assign seats and manage access for your team.
  • Customising Your Company Setup — Key settings to configure before your team gets started.
  • Managing Your Subscription — Your plan, billing, and how to make changes down the track.
  • LMS Product Training — Where to find training resources for you and your team.
  • Getting Support — How to reach the support team and use the Help Centre.
  • Q&A
  • Welcome & Your Onboarding Toolkit — An overview of what's included and what we'll cover today.
  • Access Evo Organisation Setup — Creating your organisation and inviting your team members.
  • Assigning ChangeGPS Seats — How to assign seats and manage access for your team.
  • Customising Your Company Setup — Key settings to configure before your team gets started.
  • LMS Product Training — Where to find training resources for you and your team.
  • Getting Support — How to reach the support team and use the Help Centre.
  • Q&A

Details About the Webinar

Cost: Free

About the Speakers

1776235601-500810cb83b86d80 Cat Finch
Customer Success Manager

Cat Finch is a Customer Success Manager Team Leader for ChangeGPS at Access. Drawing on her background in consulting and experience as an Accountant, she has an understanding of where your practice has been - and where it's headed. She's focused on how ChangeGPS can bring value to you and your teams and support your long-term success.

1733185742-4dee5d1458ecd7eb Marilia
Customer Success Manager

Marilia has been part of the ChangeGPS team for three years, working closely with accounting firms to help them get the most from the platform. She's passionate about the real-world value ChangeGPS brings to clients — and loves seeing firms put that into practice.

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