Admin: Running Campaigns on an Agent's Behalf (Agent Credit Card Not Showing)

Agents can add their own credit card details to Properti to run agent paid campaigns.

If you (the admin user) are setting up a campaign for an agent and their credit card isn't available to select, it's usually because they did not allow admin access when adding their card.

When agents add a card to their billing settings, there is an option:

☐ Allow workspace admins access?

If this is not ticked, the card will only be visible to the agent and can’t be used by admins.

✅ How to fix it:

1. Ask the agent to go to Billing Settings

2. Have them remove the card they previously added

3. Re-add the card, and this time ensure they tick “Allow workspace admins access?”

4. Save the changes

Once that’s done, the card will be available for selection when launching a campaign on their behalf.