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How to update team billing and credit card information

Team administrators can now update team billing information.  To learn more about team admins, and member roles, click here.  

To update your team's billing information:

  • Click on your avatar in Workast.
  • Select "Manage Team."  The team admin panel will open.
  • Select "Billing" on the left-hand taskbar.  That will open up the billing detail screen.
  • In the billing detail screen, the contact information is on the left side of the screen, and the credit card information is on the right side.  Click on the edit button under each section to edit the information.
  • To update the credit card information, you will need to fill in the full credit card number, expiry date, CVV, and billing zip code.  Click "Update credit card" to save the changes or "Cancel" to discard them.
  • In the contact information portion, you can update the individual fields that need to be edited.  Click "Update details" to save the changes.
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