Purpose
This instructional article outlines how to assign a Partner Plan Template to a company as an Allbound Administrator user.
Instructions
1. Login to the Allbound platform
2. With your mouse, click on the Settings Gear icon within the top toolbar and then click "Companies"
3. Click the check box(es) next to the Company name(s) you wish to add a Partner Plan Template. And then click the "Assign Partner Plan" button
4. A pop-up window will emerge and then you may choose a Partner Plan Template and fiscal year to assign to your chosen company. Click the "Done" button when finished
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about our Partner Plan feature: