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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.
 

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