Editing and deleting plans

How to edit a plan

  1. Click Plan in the left-hand navigation menu.
  2. Select the name of the plan that you want to edit.
  3. Click on the pencil icon.
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The edit icon is located in the top left corner of the page

  1. Make changes to plan settings as needed.
  2. Click Save.

How to delete a plan

  1. Click Plan in the left-hand navigation menu.
  2. Select the name of the plan that you want to delete.
  3. Click on the delete icon in the top left corner. A modal will appear asking you to confirm your action.
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  1. Click on Confirm Delete. You will be redirected back to the main Plans page.