Choose the right plan using capability and workflow fit
Map required capabilities to plan entitlements before rollout decisions.
Summary
- Map required capabilities to plan entitlements before rollout decisions.
- Use this guide to complete the workflow with audit-ready evidence and ownership.
- If you hit a blocker, run troubleshooting first, then escalate with context.
Steps
1. Set scope and owner
Confirm the organization, role, and workflow scope before making changes.
2. Complete required actions in order
Run the in-product steps sequentially and do not skip required confirmations.
3. Verify outcome and capture evidence
Record status changes, blockers, and linked evidence so the next team can proceed quickly.
Verification
- Expected status is visible in the relevant dashboard or API response.
- Required evidence, ownership, and timestamps are present.
- No blocking validation, policy, or governance errors remain.
Troubleshooting
Action is disabled or unavailable.
Check role permissions, onboarding or training gates, and plan entitlements for the current organization.
Output does not match expected quality or scope.
Review organization profile context and rerun with updated standards, dependencies, and operating details.
Workflow screenshots
Was this article helpful?
Next article
Upgrade, downgrade, and billing-cycle expectations
Understand how plan changes affect feature access and operational continuity.
Continue to next guideRelated articles
Understand how plan changes affect feature access and operational continuity.
4 min read
Set up your first organization with the plan that matches rollout depth and governance needs.
5 min read