Frequently Asked Questions
Assigning Service Plan Templates to Users
To assign a pre-configured Service Plan to users:
- In your Admin Settings dashboard, navigate to Users.
- Next, click on the user's name that you’d like to assign a Service Plan Template to.
- Click on the third tab within the user's profile named "Service Plan."
- In the Service Plan dropdown, choose the Service Plan template that you would like to apply. See the video below for more: