Customizing your presentation

  • Updated

 

You can refine and customize your presentation as follows:

  • Rename plan Options: click the "manage options/plans" icon to rename Options and Plans
    OR click the "magnifying glass" icon on a given product tile, click into the "Option name" field and type a new name.

 

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  • Re-order & delete plans/options: click the "manage options/plans" icon to click and drag or click the arrows to reorder options/plans, and the trash icon to delete options/plans from the presentation. 
  • Change rate type: Click the three dots to the right of the option/plan to change the rate type.
  • Rename export tab names: to customize the name of a product-specific tab in your Benefit Builder export, click the "magnifying glass" icon on a given product tile, click into the "Export tab name" field and type a new name (see image above).
  • Delete plans: to delete an entire product Option, click the delete icon in the upper right of the tile.
    • Click the "manage options/plans" icon, click the three dots to the right of the option/plan, and select delete. 
    • You can also delete individual plans, click the "magnifying glass" icon on a given Benefit Builder tile, then click the "Delete Option" beside any Option you wish to delete.

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