Destination Board

User Controls

Local admin control. Customer portals should not expose this.

Apply plan

Save custom amounts

Turn modules on or off for this user. This can override what their plan normally includes.

Set status Create starter board Open portal Delete user

Create User

Create user

Users

Paired Displays

User Audit

Service notice

A short announcement for every portal and board. Separate from customer messages. Times use this device’s timezone; the notice disappears at its end time.

Publish / schedule Remove notice

Web signup & PayPal audit

Follow web customers from verified signup to their first board. Provider checks do not create, charge or cancel subscriptions.

Refresh auditExport visible subscriptions (CSV)

Product Analytics

Users Overview

Create Plan

Create plan

Global Plan Defaults

Save plan name

Archive plan Restore plan Delete plan

Save plan amounts

Choose which modules every user on this plan receives by default.

Save plan defaults

Global Audit