Getting Started with the Principa Cloud Portal

Jul 15, 2025 | Insights

  

Your new home for Credit Compass insights 

 

What Is Principa.Cloud? 

Principa.Cloud is your new secure, always-on portal where you can view, download, and explore your Credit Compass data like never before. It replaces the limited, one-directional Power BI links with a centralised, user-friendly interface designed specifically for credit and sales teams.  Here’s what it does for your team:  

  • Unified Access Point: Manage your reports, users, and insights from a single, consistent platform. 
  • Executive-Ready Insights: Enable fast, strategic conversations by reducing the time between data delivery and decision-making. 
  • Scalable Infrastructure: Built for growth, as our data products evolve, Principa.Cloud will be the home for everything from customer-level insights to lead generation features.

Why the change?

  • Secure, Client-Specific Access Each organisation has a private, rights-managed environment. You’ll never see other clients’ data, and they’ll never see yours. User permissions are customisable for internal control. 
  • AI-Generated Commentary (Coming Soon) No more sifting through raw charts for insights, we’re rolling out automated commentary that interprets the data and delivers context you can use immediately. 
  • Streamlined Navigation & UX Quick links, smart menus, and page-level arrows make it easy to get where you need to go, fast without losing your place or missing key information. 
  • Downloadable Reports, Anytime No need to dig through emails or request re-sends. Access and download current and historical reports on demand from a secure document repository. 

How to Access Your Reports

1. Check your inbox: You’ll receive an email from noreply@principa.cloud inviting you to register and set your password.

2. Go to the  Principa.Cloud portal: Log in using your email and new credentials.

3. Click on “Credit Compass”: You’ll land on the dashboard page where you can: 

  • View your report online 
  • Use navigation arrows or quick links to jump between sections 
  • Download the full PDF with commentary (if enabled)

4. Invite team members (optional): If your access level permits, you can add team members under your account. 

 

Need Help?  If you experience any issues logging in or navigating the platform, contact us at: support@principa.co.za Or reach out directly to your Account Lead for a personalised walkthrough.

Ready to take your credit decisioning to the next level?