Set Up and Manage your OnePlan Trial

This article contains the overview video for your trial of OnePlan. This is the same video you can access via the Help Menu to the Getting Started page from within OnePlan.

This article explains how to set up your OnePlan trial site. OnePlan offers comprehensive trials that allow you to get the full OnePlan experience, including the ability to set up trial integrations and reports. This art...

This article explains how to set up trial Power BI reports for your trial OnePlan site. Go into OnePlan Admin Settings > Integrations tab. Note If the integration has not been approved by the tenant admin; the tenan...

This article explains how to extend a OnePlan trial. Trials are typically 7 days. To extend your OnePlan trial: Click Contact Us in the OnePlan Trial Welcome window. You will be redirected to the Subscription Request ...

This article explains how to discontinue a OnePlan trial. OnePlan trials typically run for 7 days. You can extend the trial following the instructions detailed in Extend a Trial. To discontinue a trial: Let your trial...

This article explains how to activate or extend a OnePlan group. NOTE: This procedure requires you to have the advanced admin settings activated. Contact your OnePlan representative if you do not have advanced admin sett...