Skip to main content

Setting Up a Corporate Account and Assigning a Primary Contact

This guide covers the initial steps for establishing a new corporate client and managing their main point of contact.

Updated over 3 months ago

1. Setting Up a Corporate Account

  1. Navigate to Settings > Corporate Clients.

  2. Click on '+ Add Corporate Client'.

  3. Complete the form with the Company Name and the Primary Contact details.

  4. Add any additional contacts as required.

2. Assigning/Removing a Primary Contact

The Primary Contact is set during the account creation but can be updated at any time.

  1. Go to the corporate client's account page.

  2. Locate the card showing the Primary Contact details at the top of the page.

  3. Click the 3 dots on the right side of the card.

  4. Select 'Edit'.

  5. Update the contact details. Ensure the Primary Contact toggle under Priority is enabled.

  6. Click 'Save changes'.

3. Associating an Existing Customer for Credit Card Payments

While the system supports Bank Transfer (Payment on Account) without this step, the Primary Contact must be explicitly associated with an existing Customer Account to enable secure credit card payments.

  • This technical link grants the Primary Contact the authority to manage the corporate credit card on file for the associated Customer Account's Wallet.

  • Once linked, they can add a company credit card and designate it for all corporate account payments.

Related articles

Related Articles
Understanding Pro Forma Invoices for Corporate Orders
Corporate Account Feature Overview (For Administrators)
Creating and Activating a Corporate Order
Managing Corporate Account Customers / Members
Customer/Member Redemption Process (Corporate Accounts)
Did this answer your question?