Assigning default plans to cover users

To automate client establishment, you can specify default plans to be assigned to the newly established clients.

To assign default plans, do the following:
 

1. Go to the menu "Users' plans"
    
2. Click on the icon "Users' default plans" and then on the icon "Add a default plan"
    
3. Select plan and client type (entity, individual or sole trader) to assign this default plan to
    
4. Add a default plan for all client types
    
5. Repeat the action for other products needed

Now, when establishing a new user, your panel will automatically assign to it the plans specified.