How do I add a credit card for my Team?

Using the righthand navigation bar, select User Management:

Select the appropriate Team:

Then Click on the Team Settings button in the top righthand corner:

Once you are in Team Settings, you will see the following:

If a card has previously been added, you will see a ‘Replace Card’ button here. If no card has been added you will see an ‘Add Card’ button.

Select the ‘Replace Card’ or ‘Add Card’ button, and the following page will open up, prompting you to enter the card and billing details. You will want to press ‘Save’ to begin using the card you’ve added.

When you are sending an On-Demand gift, you will see the single credit card associate to your Team and this will be your only credit card available for payment.

You will see an option to replace the card if you need to do so, but keep in mind that this will set the new card as the Team card for all On-Demand purchases moving forward. To replace the card, press the ‘Replace Card’ button and then you’ll be prompted to enter new card details and billing info. You’ll need to press ‘Save’ to proceed.

👥 Roles and Permissions Reminder

→ Check out this article to better understand the difference between the Admin and Gift Sender roles. Below outlines the roles and permissions around Team level credit cards.