Billing and User Management
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      Payment Method add or update Credit Card

      This is a quick walkthrough of the steps you need to take as CCO to update the card on file.

      Step 1: Hover over your initials and select Settings from the drop down menu, you must be in the CCO or Compliance role, supporter can not access this acreen

      Step 2: Select User Management from the sub tabs and then select Add Card

      Step 3: Enter the new card information and select Add Card at the end. 

      You have now updated or added a new credit card for your company.