How can I add a credit card to an account's profile?

In order to add a credit card to an account profile, locate the account in the Users section of your Workdesk. You can use the search bar to search by name. Then click on the account name.

In the Edit Account screen, scroll down and click on the +Add Payment Method.

Enter the credit card details in the pop-up and click Add Payment. The pop-up will close and you can then click the Update button in the Edit Account screen to save your changes.