Your organization can choose whether credit and debit card payment methods are saved as company cards or have the option to be saved as a personal card. When this service is turned on, the option can be made available to just primary contacts or other members as well.
This article describes choosing the settings when your organization allows credit and debit cards to be saved as a company or personal card.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set payment method defaults
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select the Settings tab.
Click the Edit button.
In the Payment Method Defaults section, make your selections.
Allow All Members to Access Company Cards
Choose Yes to allow all members to add and use company credit and debit cards in the Member Portal. Choose No to limit access to primary contacts only.
When set to No, this setting overrides all company-level and member-level settings.
Setting this option to No also hides ACH payment methods in the Member Portal, except for primary contacts.Allow All Members to Access Company Cards (New Company and Member Defaults)
This setting sets the default for new companies and members and can be customized per company and member. For more information, see Setting company payment card access and Adding a member.
NOTE: If the setting before is set to No, this overrides the company and member settings. If the company is set to No, this overrides the member setting.Click Save.