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Plan Information

KEY TOPICS:

  • Review Plan Information
  • Allow Berkshire Technical Support to View/Edit Plan

Review Plan Information

The Plan Information screen displays the entries made previously when creating the plan. For more information, see: Create Plan. If any updates are made, click the [Save] button at the bottom of the page.

Allow Berkshire Support to View/Edit the Plan

If you need technical assistance from Berkshire, it may be helpful to give Berkshire permission to view/edit the plan while assisting you.

Navigate to the Plan Information > General Information menu, and select one of the following options:

  • Allow Berkshire Tech Support to view my plan.
  • Allow Berkshire Tech Support to edit my plan.

This setting may be edited at any time.