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How to create a payment plan for a user & assign it to them
How to create a payment plan for a user & assign it to them

Payment plans can be set for outlets and/or users on the Plugzio Management Dashboard

Florian Remi avatar
Written by Florian Remi
Updated over 2 months ago

If you are not the Plugzio device manager, send your provider these details to enable them to update the payment settings:

  1. Plugzio Device ID (Found on the front of the device, e.g. 790KB)
    - If the device's access plan is "Private". You also need to provide the email address of the Plugzio user to whom this payment plan will be applied to.
    - If the device's access plan is "Public". The payment plan will automatically be applied to everyone using this outlet, other than the users with special privileges (Read more).

  2. The desired payment plan rate
    - To learn about the multiple ways a user can be charged, please read this article.

Starter steps:

  1. Create a Payment Plan.

  2. Assign the plan to a user and/or a "Public" outlet.

Here are the steps to create a Payment Plan:

  • Head to the Plugzio management dashboard and open the "Payment Plans" page. If the desired payment plan does not exist on the list. Click on "Create Plan".

  • Define the characteristics of the payment plan.
    - As an example, the plan below is set to charge $0.20 per hour of usage and the money is deposited into the "CAD Wallet" which was created on the "Wallets" page.
    - NOTE: The "Description" is what is used to refer to this Payment Plan throughout the dashboard so make sure to choose a name that is descriptive.

  • When you are done, click "Submit". The payment plan will be added to the list.

Here are the steps to assign a payment plan to a user:

Here is a step-by-step guide for assigning a specific plan to a user on a specific outlet.

1. Click the "Device Management" button.

2. On the desired outlet, click "ADD USER"

3. Enter the user's email address (make sure that this email address must own a Plugzio user dashboard)

4. Choose the desired payment plan for this user among the payment plans you have.

5. To save and apply changes, click "SUBMIT"

6. To verify that the user is added, click the arrow under the "Edit" button.

  • To edit the payment plan for an existing user on the list, click on the pen icon for that specific user.

  • To remove a user's access to an outlet. Click on the 'x' icon in front of the user's name under the desired outlet. You will be asked to confirm the action.

Important NOTE: If the outlet is set to be "Public" removing the user from the list DOES NOT prevent them from accessing the outlet. If the intention is to prevent use by a specific user, we suggest creating a ridiculously expensive payment plan and assigning it specifically to that user under the desired outlet.

Related Article: How to change the payment plan of a device

Need help with anything else? Contact the Plugzio customer care team to have a chat with one of the specialists and discuss your concerns.

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