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Equipment Packages Administrators ​

An equipment package bundles the devices, plans, and approval rules that apply to a group of people. When someone submits a device request, the package determines which devices and plans they can choose and whether the request needs approval. Packages live under Settings → Catalog → Equipment packages, and are matched to people by Package Assignment Rules.

The equipment-packages list with device, plan, and approval-rule counts and a status.

Each package shows how many devices, plans, and approval rules it has, and its status. Select New package to create one, or open a package to edit it — both use the same four-part builder.

1. Details ​

Give the package a name and optional description, and set whether it's Active. Inactive packages can't be assigned to new users.

2. Devices ​

Add devices from your device catalog and drag to set the order they appear in. Mark each one Included or BuyUp:

The devices step: each device marked Included or BuyUp, with drag-to-reorder.

  • Included devices are covered by the package — the user pays nothing.
  • BuyUp devices carry an added cost the user pays the carrier directly.

BuyUp devices stay in the package even when buy-up is turned off for a person — the request form simply hides them for that user (see the buy-up setting in Managing Users).

3. Allowed plans ​

Select the plans this package offers, from the plans on your enabled carriers (see Plans Catalog). These are the plans a requester can be put on for a new line — though for a new line the plan is set by the package automatically.

4. Approval rules ​

Set one rule per approvable request type (new line of service, upgrade, device replacement, service change). Technical support always auto-approves and has no rule.

The approval-rules step: per-type requires-approval, cost threshold, approver, and Administrator fallback.

For each type, choose:

  • Requires approval — Always, Over cost threshold (then enter a dollar cost threshold — the device's contract cost is checked against it), or Never.
  • Approver — Administrator or Manager.
  • Fall back to Administrator — when the approver is the person's Manager, route to an Administrator if no manager is found.