FAQ

FAQ0001 -Plan4Continuity: Fields expected not displayed
We have found that on occasion after a system upgrade or Plan4Continuity update a new feature is not visible. To resolve this simply clear the browser Cache...
Wed, 4 Mar, 2020 at 4:25 PM
FAQ0002 -Setting up your Company
Company Setup • You can set your company details.  • View / Activate / Upgrade your subscription.  • View / Purchase TEXT/SMS credits – These are used...
Wed, 4 Mar, 2020 at 4:32 PM
FAQ0003 - Text/SMS credits
Menu -Company - Setup –  Text/SMS credits  Purchase additional Text/SMS credits as required.  It is essential to have an adequate balance, especially...
Wed, 4 Mar, 2020 at 4:31 PM
FAQ0004 - MSP Creating a new Customer
This FAQ is to assist CloudOak partners to add "dedicated" customers under their profile For more information around  Dedicated vs Managed cus...
Thu, 30 Apr, 2020 at 11:23 AM
FAQ0005 - Templates explained
Template creation in different Organization levels Please see below image that explains the templates There are 3 types of organisations Channel ...
Thu, 5 Mar, 2020 at 3:46 PM
FAQ0006 -Template modification and/or Deletion
This article serves to explain the template switch when creating a plan and how modifications work: Creating a new Template: Go to the plans...
Thu, 19 Mar, 2020 at 6:45 PM
FAQ0007 -MSP Access to End User and Administrator settings
This a article serves to explain the MSP/TSP administrator options for remote access, dedicated account creation, Switch Company option and the Primary admi...
Sun, 15 Mar, 2020 at 8:08 PM
FAQ0008 -User Types, Addition options and adding bulk users (end-user)
This article will describe the two areas to add "people" the organization as well as how to add multiple people in an organization for notificatio...
Wed, 22 Apr, 2020 at 8:58 AM
FAQ0009- Creating Plans and Using Templates
This article serves to assist End User customers  to configure plans from Templates available or adding a new Plans from scratch. When first configuring...
Fri, 20 Mar, 2020 at 2:28 PM
FAQ-00010 Basic Setup Steps
Basics Setup Steps:  This document outlines the basic steps to setup your account  to start using Plan4Continuity Click Setup -> Company or Location. ...
Tue, 7 Apr, 2020 at 9:28 AM