Owners and Admin+ can already add, edit or delete cards, pay invoices, purchase credits or change the subscription. But only Owners can give billing privileges to a user.
Step 1: Log in to PastorsLine.
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Step 2Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow #2 in image to the left).
Step 3Click on Users (turquoise box and 3 in image to the left). |
The Users page will open.
Step 4: Hover over the user you want to give billing privileges to. You will see the Action Menu (3 dots in turquoise box in image below). Click on those dots.
Step 5: From the open Action Menu, click on Edit User.
The User Detail box will open up.
Step 6: Scroll down to the bottom of the box and toggle on the button Allow User to Manage / Pay with Credit Card(s) on File. The button will turn purple.
You have now given that user permission to manage and pay using the credit card on file. For instructions on how you can add a card on file, click HERE.
To edit the email address your invoices are sent to, click HERE.
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