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Plan Groups let customers upgrade or downgrade between plans themselves through the Customer Portal. Without a Plan Group, customers won’t see upgrade/downgrade options in their portal.

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Plan group components

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Create a plan group in the dashboard

Go to Plan Groups and click Create Plan Group. Name the group, add your plans, then drag and drop to arrange them from lowest to highest tier. Each plan can only belong to one group. Plans with Regional Prices can be added, but all plans in a group must support the same set of currencies so any subscriber can move between them. This order defines the upgrade path and display order in the Customer Portal.

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