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Plan Information

KEY TOPICS:

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

The Plan Information screen displays the entries made previously when creating the plan. For more information, see: Create Plan.

Quick Tip: Access the Plan Information > General Information menu in the event you would like a Berkshire Technical Support specialist to access the plan while assisting you.

If any updates are made, click the [Save] button at the bottom of the page.

Allow Berkshire Support to View/Edit the Plan

Two checkboxesIf onyou need technical assistance from Berkshire, it may be helpful to navigate to the Plan Information > General Information menumenu: Select allowone of the userfollowing options to give Berkshire permission to eitherview/edit the plan while assisting you:

  • Allow Berkshire Tech Support to view ormy plan.
  • Allow Berkshire Tech Support to edit themy plan.

This setting may be edited at any time.