How can my team members access company billing information.

This article covers how to grant team members access to company accounts and configure payment methods for placing orders.

When a user is added to a company account, they must:

1. Ensure they have been granted proper access by the account administrator, which can be done via an email to support@mailform.io

2. After receiving confirmation from our support team, the user can select the company from above their personal profile when placing orders

3. Verify they are viewing the company settings from the header, not personal account settings

• Use the company credit card as the payment method for each individual order

• Users select the card at checkout when company profile is active

• Establish an automatic balance replenishment system

• Set a minimum credit threshold

• System automatically purchases additional credit when balance dips below the specified level

• Eliminates need for a card transaction per mailing.

1. Payment method not visible to user

   • Verify user has been granted access to company account

   • Confirm user has selected company profile (not personal profile)

   • Check user permissions in company settings

2. Unable to complete purchase

   • Ensure company profile is selected above user profile

   • Verify sufficient prepaid balance or valid payment method

   • Contact administrator if access issues persist

For additional issues with company account access or payment methods, contact your account administrator or support team.