How do I give the permission for the plan to my users?

Please follow the below mentioned steps to give plan permissions to your employees.

  • Go to User Settings from the the Settings Menu
  • Select the Employee tab and search for the employee to which you want to give the plan permission
  • Click on the agent plan icon on the extreme right for that employee. A pop widow will appear for the plan selection.

  • On the pop up window select the plans for which you want to give the access to the user