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Account Share Plans are configured in Account / Profile / Share Plans |
In this article:
Overview
Share plans allow multiple services to contribute and consume usage from share plan buckets. Share plans are configured in the setup menu and will only appear on this screen when a package that is configured with a share plan 'selling service' has been added to the account.
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The information in this panel reflects the currently selected share plan. From here you can change share plan details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Add on packages can be configured in the system to increase the usage available in a share plan. From this tab you can add or remove packages that have been configured as 'Share Plan Add-On' packages. Packages in the system that have not been configured as share plan add-ons will not be selectable when adding packages on this tab.
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Adding Account Share Plans
Add a share plan package on the packages screen
Return to the share plan screen and the plan should be listed
If you wish to increase the available usage in the share plan click on the Add-Ons tab and add a share plan add on package. When you are finished click Save to commit your changes