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Assign a Plan to an Account

Overview

Once a plan is created it may be assigned to an account by following the steps below.

Assigning a Plan to an Account

Getting Here: Click Accounts > Select an account > Plans & Services tab.

  1. Navigate to the Master Service Plan screen.
  2. Assign the newly created plan from the Create a Plan step to the account.

The plan is now assigned to the account and any default usage thresholds that were set up are now assigned to the account. You can change one or more of the thresholds for this specific account, without adjusting the plan default thresholds, at any time by going into the Unit-based Usage Monitoring tab of this account.

  1. Next you must manually set usage thresholds if you did not already set default usage thresholds. If you have already set default usage thresholds, you must set your account and event notifications.
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