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Support Plan

Overview​

The Support Plan feature in the Admin Portal allows administrators to create and manage customizable support plans for their organization. These plans can be tailored to meet specific business needs, enabling users to select plans that best suit their requirements.

1. Accessing support plan​

  • Login into the admin portal.

  • Navigate to the left-side menu on the dashboard.

  • Click on "Add-ons".

  • Under Addon Services, find the Support Plan tool.

  • If the feature is enabled, click on Configure to begin managing the tool. If it’s not enabled, turn the feature on.

2. Creating a Support Plan Category :​

  • Support Plan Categories help organize and structure your support plans by grouping relevant features or benefits together.

  • Click Add Category.

  • Enter the Category Name (e.g., "Technical Support," "Priority Access," "On-Site Support").

  • Click Submit to save the category.

3. Creating a Support Plan :​

  • The Support Plan feature allows you to define plans that include specific categories, descriptions, and pricing.

  • Click Add Plan.

  • Enter the following details:

    • Plan Name: Provide a name for the support plan (e.g., "Basic Plan," "Premium Plan").

    • Description: Briefly describe what the plan offers.

    • Cost Per Month: Specify the monthly price of the plan.

    • Plan Details: Use this section to outline the features and services offered.

  • To associate categories with the plan:

    • Click the Plus (+) icon to add multiple categories to the plan.

    • For each category, you can link its corresponding features.

  • Once all details are filled out, click Add to create the support plan.

4. Updating Support Plan Category and Support Plan :​

  • Click the Edit icon next to a category or plan to make changes. Update the details and click Update to save changes.

  • Click the Delete icon to remove a category or plan. Confirm the deletion by clicking the appropriate button.

  • Use the Up and Down Arrows to change the order of categories within a plan. Reordering can help prioritize key features or benefits.

5. Effect in User Portal :​

  • Navigate to User portal > Add-ons > support plan.

  • A list of available support plans will appear, along with their details.

  • Users can choose the plan that aligns with their requirements and budget.