TABLE OF CONTENTS
I. Overview of Subscription Dashboard
The Subscription Dashboard is a convenient way for Administrators to manage the organization's Boardable account. It provides the ability to view the current plan, change plans, review invoices, edit payments, and more. Only Administrators and the organization's Account Owner can view the Subscription Dashboard. Some of the advantages of utilizing this page:
Clear and accurate view of Boardable account
Easily upgrade current plan
Easily change plan to add more users (not available for Grassroots)
Understand cost impact of changing plan or adding more users
View and download invoices
Manage account information (billing and shipping address, payment information, view billing history)
The Subscription Dashboard is broken out into 5 sections:
Your plan: displays current subscription plan, the payment frequency, provides access to change the plan or cancel the plan
User Limits: displays the current number of users being used as well as the number in the plan; provides the ability to add or remove users
Payment Methods: displays payment method and account holder; provides access to update payment structure and other account information
Upcoming Invoices: displays details of the upcoming invoice, due date, any discounts that would be applied, and the total amount due
Invoices: displays list of past invoices, their status (paid and not paid), and the ability to download copies
For additional information, please refer to Related Articles to learn more about these areas.
II. View Subscription Dashboard
Only Administrators can view the Subscription Dashboard. To access the page, click Subscription in the main menu panel.
Note: if currently in a free trial, the Subscription Dashboard will not be displayed, instead a Subscription Page will appear. For additional information, please refer to Related Articles to learn more about the Subscription Page, changing plans or adding users.
Change Subscription Plan: learn how to upgrade your subscription plan
Change # of Users on Subscription Plan: learn how to increase or decrease the number of users on the current subscription plan
Edit Payment Information: learn how to add or edit the current payment method for your plan, as well as create a backup payment method
Manage Account Information: learn how to update address information, account holder, etc.
View and Download Invoices: learn about invoices from Boardable
Cancel Subscription: learn how to cancel a Boardable account / subscription
Subscription Pricing: view latest pricing