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Usage Buckets are configured in Settings / Usage Rating / Bucket & Share Plans / Share Plans |
Guides in this article:
Overview
Share plans provide a fixed or variable pool of usage which can be utilized by specified services (devices). Before a share plan can be activated it must have at least one share plan bucket configured under it. Share plan buckets determine the type of usage that will be shared (data, messaging, airtime, etc.) and other usage contribution, usage consumption, and usage tiering options. Multiple buckets can be configured under a share plan allowing you to share various classes of usage all in one plan.
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Services need to be configured in order to have services participate in share plans. 'Selling Services' must also be setup and added to packages so that share plans can be activated on accounts
Packages need to be configured if you require packages to participate in share plans. Packages containing a 'Selling Service' must also be setup so that share plans can be activated on accounts
Base Buckets need to be setup in order to configure share plan buckets
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The information in this panel reflects the currently selected share plan. From here you can change 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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The Participating Services tab allows you to view, add, remove or services/packages that can participate in the share plan. Services/packages can be specified by selecting a particular service/package from the product catalog.
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Adding Share Plans
In the Share Plans panel click the
iconUnder the Add Share Plan heading on the right specify the plan details
To add participating services/packages click either in the Service or Package field, select a service/package and click the Add+ button to the right of the field
When you have finished adding participating services/packages click the Save button
To finish configuring your share plan add a bucket to it by clicking the
icon next to the share plan name. The help on the share plan buckets screen will walk you through the share plan bucket setup process
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Editing Share Plans
Under the Share Plans heading on the left click the share plan you wish to edit
Under the Edit Share Plan heading on the right modify the plan details
Click Save when finished making changes
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Deleting Share Plans
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Note: Share plans that have been added to accounts are in use and cannot be deleted. If you need to disable a share plan so that it can no longer be added to accounts simply uncheck the 'Active' option on the plan and save the change. |
Select the share plan you wish to delete in the list on the left under the Share Plans heading
Under the same Share Plans heading click the
iconOn the confirmation dialog click Yes to confirm that the selected plan should be deleted
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Adding Buckets to Share Plans
Under the Share Plans heading on the left click the plan you wish to add a bucket to
To the right of the share plan name click the
icon. Reference the help on the bucket screen for further details on share plan bucket configuration