General - Plan Types

This article explains the different use cases for plan types in OnePlan. Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as the different t...

This article explains how to create and update Plan Types in OnePlan. Go to the Admin pages, and select General in the navigation. Then go to the Plan Types tab to access the Plan Types settings. Create Plan Types To...

Needs review This article was migrated from Zendesk and has not yet been reviewed or aligned to the current article template. This article explains how to set up plan type permissions. Currently, plan type permissions i...

Direct Answer: How to Enable Private Plans for a Plan Type in OnePlan To enable private plans for a plan type in OnePlan, an administrator goes to the General settings area > Plan Types tab, opens the plan type edit menu,...

This article explains how to set up plan type conversions. You must have Owner permissions to access the configuration settings. Go to the configuration settings > General > Plan Types. Click the Edit icon for the...