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      Manage Account Information

      Learn how to update address information, account holder, etc.

      TABLE OF CONTENTS

      I. Payment Section on Subscription Dashboard

      II. Edit / View Payment Methods

      I. Payment Section on Subscription Dashboard

      The organization's current payment information is displayed on the Subscription Dashboard in the section titled Payment Methods (upper right corner).

      To access the Subscription Dashboard, click Subscription from the main menu panel.

      The Payment Methods section contains the payment information and the account holder's name, as well as access to manage account information.

      Payment Methods Screenshot Boardable

      II. Edit / View Payment Methods

      To view or edit billing and shipping addresses for the organization, follow these steps:

      1. Click Subscription from the left Navigation Panel to view the Subscription Dashboard

        subscription

      2. Click Edit Payment Methods

        1. A window pops up displaying the current payment methods

          Screen Shot 2023-10-31 at 10.18.18 AM

      3. Click payment method to edit

        Screen Shot 2023-10-31 at 10.19.06 AM

      4. Click Edit payment method

        Screen Shot 2023-10-31 at 10.19.59 AM

        1. Update your payment method menu opens, with the option to edit the following:

          1. Payment information

          2. Billing information

          3. Shipping information

      5. Make desired changes

      6. Click Update

        1. Updates are sent to the Account Holder by email

      7. Click the x in the right hand corner to close menu when done

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