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Browse our complete collection of documentation and guides.
Microsoft Teams Integration - Organisation-Wide Webhooks
Organisation-wide Teams webhooks provide centralized, automated monitoring of all change management activities across your entire organisation. Unlike company-specific webhooks that require manual selection, org-wide webhooks operate silently in the background, ensuring management and compliance teams never miss critical change notifications.
Account Permissions
ChangeBreeze's role-based permission system provides: Flexibility: Six distinct roles to match your organizational structure Security: Separation of duties and principle of least privilege ITIL Compliance: Roles aligned with ITIL change management best practices Scalability: Works for small teams and large MSPs alike Auditability: Complete logging of all permission-based actions
ChangeBreeze Dashboard Widgets
Widgets are small dashboard blocks that show key information at a glance (counts, lists, and trends). You can add, remove, and arrange widgets to make your dashboard match the way you work.
ChangeBreeze Timezone Handling
ChangeBreeze automatically handles timezone conversions to ensure that change schedules display correctly for all users, regardless of their location. This guide explains how timezones work in ChangeBreeze and what to expect.
Communication Plan - Notify External Stakeholders
ChangeBreeze provides a comprehensive notification system that keeps both internal users and external stakeholders informed throughout the change management lifecycle. This document explains how the Communication Plan can be used for External Stakeholder Notifications.
Communication Templates
Communication Templates let you create reusable, pre‑configured communication plans that can be attached to Changes. Instead of rewriting the same stakeholder messaging each time, you build a template once and reuse it whenever you create a new change. They’re designed to standardise how your team communicates (email + Teams), reduce missed notifications, and speed up change creation.
Company-Level SAML (Client/Customer Use)
Company-level SAML allows individual client companies to integrate their own Identity Provider, keeping their authentication separate from the MSP.
Creating Standard Change Templates
Duplicate Change Control
When viewing the changes list at https://changebreeze.com/changes/, each change has a "Duplicate Change" option in the actions dropdown menu (three dots on the right side of each row).
Emergency Change - Approval and Notification Workflow
ChangeBreeze supports two emergency change workflows: the standard approval process or a bypass option for urgent situations, with full notifications and audit logging.
Enable billing permissions for administrators
By default, only the main organization owner can access billing options. To grant another administrator billing access, set their role to "Company Admin" and enable "Allow billing management" in User Management. This will give them the ability to manage billing settings.
Enforcing Multi-Factor Authentication for All Users
Enforcing MFA protects your organization by adding a layer of security beyond passwords. Admins can enable it in ChangeBreeze’s Organization settings. SAML-authenticated users may already have MFA via their identity provider and can be excluded from additional enforcement.
Global Standard Change Templates
Standardise your change management across every client with Global Change Templates. Create a template once at the organisation level, and every company tenant under your MSP can use it to raise pre-approved Standard Changes.
How to Create and Manage Post Implementation Reviews
How to enable MFA for local accounts
Steps to Enable Multi-Factor Authentication (MFA) for Enhanced Account Security
How to setup SAML authentication with Microsoft Entra
This guide walks you through setting up SAML Single Sign-On (SSO) for ChangeBreeze with Entra ID, allowing users to log in automatically using their company credentials. By integrating with your existing identity provider (such as Entra ID), ChangeBreeze can provide a secure and seamless login experience without the need for separate passwords. Once complete, users can access ChangeBreeze instantly through their organization’s sign-in portal, improving both security and convenience.
How to Subscribe to ChangeBreeze
Getting started with ChangeBreeze is simple and secure. Follow this guide to subscribe to a plan and manage your billing.
Manage Your Subscription
ChangeBreeze makes subscription management simple and transparent. From viewing your current plan, billing cycle, and invoice history to upgrading or cancelling your subscription, everything is managed in one place. Payments are securely processed via Stripe, with prorated upgrades applied instantly and no hidden fees. Whether you’re a single business or an MSP, ChangeBreeze offers flexible billing and user management designed to grow with your organization.
Managing Global User Permissions for Organizational Accounts
In a multitenant system with organizational user accounts, permissions are global and apply to all sub-companies within the organization. Any permissions set at the organizational level automatically cascade to the sub-companies. User accounts can have roles set during their creation, with the option to edit these roles later from the User Management page. Editing a user's role will update their role across all companies within the organization, override any custom role settings at the company level, and take effect immediately.
Managing Global User Permissions for Sub Company / Tenant Accounts
In a multitenant system, sub-company accounts can have user accounts directly attached, typically for customer end users. Permissions can be tailored for these users, such as in the case of an IT team for a sub-customer.
Managing vCABs
This document covers creating, editing, and archiving Virtual CABs.
Microsoft Teams Integration - Basic Webhook Setup Guide
This guide covers the step-by-step process of integrating ChangeBreeze with Microsoft Teams. You will learn how to generate a webhook within the ChangeBreeze platform and configure Microsoft Teams Workflows to automatically post notification cards to your selected channel.
Microsoft Teams Integration - Overview
ChangeBreeze integrates with Microsoft Teams to send automated notifications about change management activities. The system supports both organisation-wide monitoring and company-specific notifications through webhook configurations.
Normal Change - Approval and Notification Workflow
The normal change process is used for general changes that are unique. We have created a flow chart to show the approval and notifications workflow.
Organization vs Single Business Account Types
ChangeBreeze offers two account types to simplify management for organisations and single businesses.
Progress Update
The Progress Update feature allows you to send real-time status updates to all stakeholders while a change is in progress. This keeps everyone informed about progress, delays, or issues without leaving the platform.
Standard Change Templates Overview
A Standard Change is a pre-approved, low-risk change that follows a documented procedure. Unlike Normal or Emergency changes that require individual approval each time, Standard Changes use pre-approved templates that allow for faster implementation while maintaining proper documentation and audit trails.
The Importance of ITIL Change Management in Modern IT Operations
In the world of IT, change happens every day. Systems are updated, configurations are modified, and new technologies are deployed. But without the right process, even a small change can lead to downtime or data loss.
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vCAB Approval Types
The approval type determines how many votes are needed to approve a change.
vCAB Chair Powers
The chair of a vCAB can be granted special decision-making powers. These are optional settings configured at the vCAB level.
vCAB Email Notifications
When a change is assigned to a vCAB for approval, all active vCAB members are automatically included in key notifications. This ensures the entire board stays informed about changes they've reviewed, from initial vote requests through to implementation outcomes.
vCAB Member Roles
Each member of a vCAB is assigned a role that determines their voting rights and capabilities.
vCAB Overview
The vCAB provides a flexible, asynchronous approval process where configured groups review, vote, and decide on changes based on defined rules and preserved vote records.
What if a SAML user logs in when they have a local account already?
When a user who already has a local account (with username/password) signs in via SAML SSO for the first time, ChangeBreeze automatically converts their account to a SAML-only account.
What is ChangeBreeze and its Purpose?
ChangeBreeze is an ITIL-compliant change management platform designed for MSPs and IT teams to streamline change processes, enforce approval workflows, and maintain compliance across multiple client environments.