Assigning Service Plan Templates to Users

To assign a pre-configured Service Plan to users:

  1. In your Admin Settings dashboard, navigate to Users.
  2. Next, click on the user's name that you’d like to assign a Service Plan Template to.
  3. Click on the third tab within the user's profile named "Service Plan."
  4. In the Service Plan dropdown, choose the Service Plan template that you would like to apply. See the video below for more:
assign service plan user