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How do I create a new plan template in Helm?

The following article explains how to create a new plan template in Helm. Plan templates are a means to configure resources, domain provisioning, and DNS templates that can then be assigned to numerous plans to make plan management much easier.

To create a new plan template, please follow these steps:

  1. Open a Web browser and connect to your Helm Control Panel located at https://ip_address:8086.
  2. Login as the Administrator using the information sent to you in your setup email.
  3. From the Helm Navigation column, expand My Plan Templates and click Add Plan Template.
  4. Enter the plan template name.
  5. Select the resources for the plan and click >>.
  6. Click Save.

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