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Why Can’t I Add Users to a Template Plan?

Why Can’t I Add Users to a Template Plan?

Updated over a month ago

You’re likely trying to add a user to a template plan, but users cannot be added directly to template plans.

As explained in How to Create a Plan With the Soma Analytics Plan Builder and How to Create a Template Plan With the Soma Analytics Plan Builder, this restriction is a built-in safeguard to prevent unintended updates.

If users were linked to a master template, any changes to the template would automatically update all associated users, which could cause unintended consequences.

To correctly assign users, refer to:

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