Only Administrators are able to archive plans.
To do so, follow these steps:
- Click on Clients in the left navigation.
- From there, locate the plan you wish to archive and click on that plan.
- Next, click on Plan Details in the left-hand navigation.
- In the upper right corner you will see an orange Archive button. Click that.
5. A green badge will appear in the upper right-hand corner to indicate you have successfully archived the Plan.
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