How do I assign credit cards to users?

Once a user has been created, you can assign a Credit Card to their record.

 

To assign a credit card

1. Navigate to the People page. 
   Go to Setup> Overview> User Accounts or Setup> People
   
2. Select the user's record. A menu appears.
3. Click Card.
   
   The Add Card page appears with the Card Holder Name automatically entered.
   
4. Enter a Reference name.
5. Click Expired, if necessary. This will indicate that the Credit Card is expired, when it is selected as Payment Type in the claim form.
6. Enter the last 4 digits of the Account/Card Number.
   
7. Click the Save button. The Credit Card record is created.
   
   Click the Add button. The Credit Card record is added to the user.
8. Continue to add cards, if necessary.