Only users with the role assignment Owner or Billing are able to add or update payment methods. Platform subscription payments are processed with a Credit or Debit card. A payment method is securely entered in the Editor.
Adding a New Payment Method
To add your payment information:
Click Settings from the left hand menu
Click Payment Method
Click + icon
Enter in your credit or debit card information
Click Save.
Updating a Saved Payment Method
You can update a previously saved payment method reference and expiration date. To update:
Click Settings from the left hand menu
Click Payment Method and highlight the card you would like to update
Update the reference and/or expiration and click Save
Changing a Primary Payment Method or Removing a Payment Method
To change a card number or add a different method of payment:
Click Settings from the left hand menu
Click Payment Method
Click + icon
Enter in your credit card information
Click Save
The new card entered will default to the primary payment source. To change the primary payment source:
Highlight the payment method you prefer
Click Make Primary button
To remove a payment method, a new payment method must be entered first (see above). After you enter in a new payment method:
Click on the payment method you wish to remove
Click the Remove button
