How To Move a User From a Group Plan to Individual Plan.

Main Dashboard

  1. Select the user from the main dashboard

  2. Click the plan name

  3. Click EDIT

  4. Rename the plan for this specific user

  5. Edit plan as needed

  6. Click Update

The user has now been shifted from a group plan to an individual plan.

All cognitive tasks have been copied from the original group plan allowing you to customize the plan for the individual.

⚠️ Any progress from the group plan will not be copied over and this plan will start at 0% complete.

⚠️ There must be more than 1 user on the plan to duplicate and create the duplicated version of the group plan.

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