Boardable

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I. <a href="#h_566304dde2">Overview of Subscription Dashboard</a>

II. <a href="https://docs.boardable.com/en/articles/5395125-overview-of-subscription-dashboard#h_555f0e27a5">View Subscription Dashboard</a>

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 change plan to add more users (not available for Grassroots)

Understand cost impact of changing plan or adding more users

Manage account information (billing and shipping address, payment information, view billing history)

- 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

1. Your plan: displays current subscription plan, the payment frequency, provides access to change the plan or cancel the plan
2. 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
3. Payment Methods: displays payment method and account holder; provides access to update payment structure and other account information
4. Upcoming Invoices: displays details of the upcoming invoice, due date, any discounts that would be applied, and the total amount due
5. Invoices: displays list of past invoices, their status (paid and not paid), and the ability to download copies

For additional information, please refer to <a href="https://docs.boardable.com/en/articles/5395125-overview-of-subscription-dashboard#h_406243b6f7">Related Articles</a> to learn more about these areas.

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 <a href="https://docs.boardable.com/en/articles/5395125-overview-of-subscription-dashboard#h_406243b6f7">Related Articles</a> to learn more about the Subscription Page, changing plans or adding users.

<a href="https://docs.boardable.com/en/articles/6512867-change-subscription-plan">Change Subscription Plan</a>: learn how to upgrade your subscription plan

<a href="https://docs.boardable.com/en/articles/6512745-change-of-users-on-subscription-plan">Change # of Users on Subscription Plan</a>: learn how to increase or decrease the number of users on the current subscription plan

<a href="https://docs.boardable.com/en/articles/6512901-manage-account-information">Edit Payment Information</a>: learn how to add or edit the current payment method for your plan, as well as create a backup payment method

<a href="https://docs.boardable.com/en/articles/6512901-manage-account-information">Manage Account Information</a>: learn how to update address information, account holder, etc.

<a href="https://docs.boardable.com/en/articles/6555530-view-and-download-invoices">View and Download Invoices</a>: learn about invoices from Boardable

<a href="https://docs.boardable.com/en/articles/6512957-cancel-subscription">Cancel Subscription</a>: learn how to cancel a Boardable account / subscription

<a href="https://boardable.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">Subscription Pricing</a>: view latest pricing

- <a href="https://docs.boardable.com/en/articles/6512867-change-subscription-plan">Change Subscription Plan</a>: learn how to upgrade your subscription plan
- <a href="https://docs.boardable.com/en/articles/6512745-change-of-users-on-subscription-plan">Change # of Users on Subscription Plan</a>: learn how to increase or decrease the number of users on the current subscription plan
- <a href="https://docs.boardable.com/en/articles/6512901-manage-account-information">Edit Payment Information</a>: learn how to add or edit the current payment method for your plan, as well as create a backup payment method
- <a href="https://docs.boardable.com/en/articles/6512901-manage-account-information">Manage Account Information</a>: learn how to update address information, account holder, etc.
- <a href="https://docs.boardable.com/en/articles/6555530-view-and-download-invoices">View and Download Invoices</a>: learn about invoices from Boardable
- <a href="https://docs.boardable.com/en/articles/6512957-cancel-subscription">Cancel Subscription</a>: learn how to cancel a Boardable account / subscription
- <a href="https://boardable.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">Subscription Pricing</a>: view latest pricing

Learn about the Subscription Dashboard and why it is a valuable tool for understanding subscription plans and account information.

TABLE OF CONTENTS

I. Overview of Subscription Dashboard

II. View Subscription Dashboard

I. Overview of Subscription Dashboard

II. View Subscription Dashboard

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