How To: Add Pools/Plans under a Main Pool and Assign Pools/Plans to Service Lines
Add Pools/Plans under a Main Pool
Click Plans tab under the Starlink screen.
The Plan Hierarchy section shows the details of the Standard Account and Pooled Accounts of the selected organization. The Plan Hierarchy table shows the following information:
Plan - Shows the name of the Standard plans and Pooled plans
Size - Size of data allocated to the pool
Service Lines - Number of Service lines associated with the pool
Plan Hierarchy
Click the
icon next to the name of the pooled account to expand and view the Sub pools and Plans details.
Click the
icon to add any sub pools and plans under a pooled plan.
The Assignment dialog box opens.
Select the Pool option from the side menu bar.
In the Select Template field, select the required sub pool to add under the pooled account.
Select the Plan option from the side menu bar.
In the Select Template field, select the required plan to add under the pooled account.
Select the Save button to update the changes.
Add Pool
Add Plan
Assign Pool/Plan to Service Lines
Click the Assign Service Line button to assign the created Plans or Pools to the Service Lines.
This button can also be used to change the pool or plans linked with the service lines when needed.
The Assign Service Line dialog box opens.
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Assign Service Line
In the Plan Hierarchy section shows all the Pooled plans and the Standard plans created under the selected organization and number of Service line associated with each plan.
Click the Select Plan section. The section will be highlighted with a green outline.
Now select a Pool/Plan from the Plan Hierarchy section. The selected entry will be highlighted in green. The selected Pool/Plan's name will appear at the top of the Select Plan section, and all the Service lines associated with the selected Pool/Plan will be displayed within the green-outlined section.
From the list of Service lines, select the service lines that need to be assigned to a different sub pool or plan. The selected service lines will be highlighted in green.
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Select Plan
The number of selected service lines will be shown at the bottom of the section in the Selected Service Lines field. Hover the cursor on the number shown to view the name of the selected service lines.
Now select the second Select Plan section. The section will be highlighted with a blue outline.
From the Plan Hierarchy section, select the new pool/plan that should be linked with the selected service lines. The selected entry will be highlighted in blue.
The selected Pool/Plan's name will appear at the top of the second Select Plan section, and all the Service lines associated with the selected Pool/Plan will be displayed within the blue-outlined section.
Click the
icon between the blue highlighted and green highlighted sections to move the selected service lines to the new pool/plan.
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Select Service Lines
Click the Apply button to confirm the changes and apply the new pool or plan to the selected service lines.