Team administrators can now update team billing information. To learn more about team admins, click here
To update your team's billing information:
- Click on your name in the top left-hand corner of the web app.
- Select "Manage (Your team.)" The team admin panel will open.
- Select the "Billing" tab, indicated by the credit card symbol. That will open up the billing detail screen.
- In the billing detail screen, the contact information is on the left side of the screen, and the credit card information is on the right side. Click on the edit button under each section to edit the information.
- To update the credit card information, you will need to fill in the full credit card number, expiry date, CVV, and billing zip code. Click "Update credit card" to save the changes or "Cancel" to discard them.
- In the contact information portion, you can update the individual fields that need to be edited. Click "Update details" to save the changes.
To learn how to upgrade or change your Workast plan, click here. To learn how to add more users to your Workast team, click here.