Your company managers can manage who can use a company payment method (e.g., card, bank account). It is useful when company managers want to restrict the use of a company payment method only to purchase certain products like credits or bookings.
Manage Permissions
As a prerequisite, the company must have a company manager assigned. To permit the usage of the payment method, a company manager needs to do the following:
Go to Membership > Payments (under their company name).
Press (...) next to a payment method >
Edit.Set appropriate permissions for each category:
— "Company Managers" — only company managers can use the payment method for selected app content.
— "Company Members" — company managers and members can pay with this payment method for selected app content.
Press
Save.
💡 Permissions can be set for every payment method independently. Company managers can change permissions at any time or delete payment methods.
Use a Company Payment Method
The payment method will appear in the "Payment" section throughout the app according to the permissions. The list of transactions made with a company payment method can be found on the company's Payments > Transactions page.