This article will show you how to configure Plan Settings for your Onboarding site.
There are two settings available to turn on or off:
- Automated Plan Creation: Turn on (yes) or off (no) to automatically create plans for onboarding
- Show Beneficiary Information in Personal Information: Choose to show (yes) or not show (no) a user's beneficiary information
- Navigate to Settings
- Select the Plan Settings tab
- Choose Yes or No to turn on or off the settings
- Click Save Settings