Skip to content
English
  • There are no suggestions because the search field is empty.

Product Features for Dashboard Managers

Overview

By default, only Dashboard Managers can set up new clients, update billing information across clients, and permission team members to client accounts. 

Continue reading to learn more about the features / functionality available to Dashboard Managers, including the following: 

  • Create new clients
  • Permission coaches to clients
  • Manage billing information
  • Change a clients plan
  • Manage accounts on old licensing (Clients created before January 22nd, 2026 on the Upfront annual and 30-day experience)

Create a new client account

Note: Currently, only Dashboard Managers can set up new clients. 

  1. Set up a new client by clicking “+New Client.”
  2. Enter the name of the company or team
  1. Select the plan you would like to purchase, and the number of seats you would like.  Please note there is a 2 seat minimum for initial purchases. To review the different plans offered, you can go to https://principlesus.com/product-pricing/
  • If the total amount is $5K or under, you will be directed to a checkout page. 
  • If the total amount is over $5K, an invoice will open in a new tab. If you’re having trouble with the invoice opening in a new tab or would prefer to pay later, please see our FAQs. 
  • If you are engaged with an Enterprise client seeking to purchase 100+ seats and qualify for a volume discount, please reach out to support@principles.com. 
  1. Complete the checkout process by selecting subscribe. 
  2. After completing your purchase, you can assign coaches to a client from the client card. Select the Manage Coaches tab to begin. First, grant the coach access to the client. Then choose the role they should have for that client. By default, the dashboard manager is always assigned the Admin role for every client.

 

 

  1. You can begin inviting users by selecting Access Client, which will open the client in a new tab. From there, you can invite users to the client as needed. For step by step instructions, review the guide here: https://support.principlesus.com/invite-my-teammates

 

 

Add Seats

Only Dashboard Managers & coaches given Admin access to a client’s account can add seats. 

After your initial purchase, you are able to add or remove licenses at any time. 

To do so:

  1. Navigate to the client card within your Coaching Dashboard and ensure it is expanded by either selecting the carrot dropdown, or the manage button, depending on the view formatting (list, compact or card) chosen. 
  2. Then click on the current number of licenses you have for that plan, as shown below:
  3. Doing so will open a modal window that will allow you to increase your license count. Input your desired total license count, as shown below


  4. Once you select Review Changes, you will be taken to a confirmation page to review your plan update. To apply the changes, select Purchase. If you do not want to proceed, select 'Nevermind' to cancel the update.



Decreasing license counts: When you decrease your license count, the change will take effect starting with your next billing cycle. 

                   

Permission Team Members to Client Accounts

Note: Currently, only Dashboard Managers can grant team coaches access to client accounts. 

By default, coaches added to the Coaching Dashboard can only view and/or manage client accounts that they are explicitly granted access to by a Dashboard Manager. 

There are three levels of access that may be granted: 

  • Admin
     Has the ability to purchase licenses and add plans for specific clients from the Coaching Dashboard. Admins can also invite users, view assessment data, and manage settings from the Administration tab within the client’s account.

  • User Admin
     Can invite users, view assessment data, and manage client settings from the Administration tab within the client’s account. User Admins do not have access to billing or purchasing tasks.

  • User
     Has full access to view the client’s data. Users cannot purchase licenses, add seats, or access the Administration tab for any clients.

Follow these steps to permission a team member(s) to a client account: 

Navigate to the client card within your Coaching Dashboard and ensure it is expanded by either selecting the carrot dropdown or the manage button, depending on the view formatting (list, compact, or card) chosen. 

Select the Manage Coaches tab to begin. 

First, grant the coach access to the client. 

Then choose the role they should have for that client. By default, the dashboard manager is always assigned the Admin role for every client.

If you do not see a team member listed, that means they do not have access to the Coaching Dashboard. Please reach out to us at support@principles.com if you’d like to add someone to your Coaching Dashboard. 

Manage Billing Information

Note: Only Dashboard Managers can manage billing information.

You can update the addresses where services will be delivered under Service Address, as well as your payment methods, at any time by navigating to the Administration tab in the left-hand navigation bar.

Keep in mind that updating the billing address or payment methods will apply to all clients created going forward, unless the information is updated directly within an individual client card.

Update Service Address

  1. Navigate to the Administration tab in the left-hand navigation bar.
  2. Update the country and postal code under the Service Address section as needed.
  3. Click Save to ensure your changes are applied.

 

Update service address for clients

If a client has a different service address than the default Coaching Dashboards address:

  1. Navigate to the Client section.
  2. Select the client you want to update.
  3. Select the Service Address tab within the client card.
  4. Update the country and postal code as needed.
  5. Click Save to apply the changes.

Default Payments

You are able to add new payment methods, and set methods as a default payment method at any time.
To do so: 

  1. Navigate to the Administration tab.
  2. Add any new payment methods.
  3. Once added, you can set a card as the default payment method for future purchases. 

Update Payments

If you want to use a different credit card than the default when purchasing a new client:

You can add or change the credit card on the final page of the checkout process before completing the purchase.

Update Payment Method for an Existing Client

If you want to use a different credit card for an existing client’s plan changes or renewals:

  1. Navigate to the Client section.
    Select the client you want to update.
  2. Open the Plans and Billing tab within the client card.
  3. Add or update the credit card for that client.

Please note: 

  • The new card will be used for renewals and added licenses.
  • The new card will become the default payment method for that specific client unless updated again later.
  • If no default has been explicitly set, whichever card was used last will be used for subsequent purchases.

3D Secure (3DS) in Payments

3D Secure (3DS) is used to add another layer of security to online credit and debit card transactions. When you make a payment online, your bank may require additional verification before approving the transaction.

This step can include:

  • Entering a one-time password sent via text message
  • Approving the purchase through a banking app
  • Completing another form of identity confirmation

The transaction is only completed once the verification is successful.

Current Dashboard Limitations:

  • Only Dashboard Managers can create new clients.
  • The $5K threshold, at which point we invoice you, is currently fixed. You cannot opt to receive an invoice for amounts lower than $5K. Please reach out to us at support@principles.com, and we would be happy to invoice you outside the system.