Changing Manual Account Plans and Policies

  1. Go to Users.
  2. From the left-hand users directory, select a manual account.

    The selected account information appears in the center pane.

  3. Click edit.

    The Edit User screen appears.

  4. Do one of the following for the plan or policy:
    • Select Assign by plan order or Assign by policy order.

      SafeSync goes through the list from the top until the account information matches a plan or policy.

    • Select a specific plan or policy from the list.

  5. Click Save.