Page Comparison

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1. Enter appropriate information in the following fields.
   • Pricing Plan
   • Tax
   • Description
2. Click Create. The pricing plan is created successfully and it is in the Draft stage.

To edit a pricing plan,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Hover over the pricing plan that you want to edit, and click Image Modified icon. A list is displayed.

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1. Use the Status drop down menu to view the pricing plans that are in the Draft stage. All draft pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want to publish, and click Image Modified icon. A list is displayed.

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To duplicate a published plan,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want to duplicate, and click Image Modified icon. A list is displayed.

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To view a published plan,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want to view, and click Image Modified icon. A list is displayed.

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To archive a published plan,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want to archive, and click Image Modified icon. A list is displayed.

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Note: An archived plan can consist of active customers but it cannot be modified. It is advisable to not include active customers as part of an archived plan.
To assign a published plan to a customer,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want to assign, and click Image Modified icon. A list is displayed.

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To migrate customers to one published plan,

1. Login to the portal as an admin.
2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
3. Click the Pricing Plans tab. All the pricing plans are displayed in the form of tiles.

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1. Use the Status drop down menu to view the pricing plans that are in the Published stage. All the published pricing plans are displayed as tiles.
2. Hover over the pricing plan that you want customers to migrate into, and click Image Modified icon. A list is displayed.

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