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Agents: Adding your Credit Card to Properti

Agent or Advertiser roles can add their credit card to Properti as a payment method for campaigns linked to the individual user.

Written by Product

Admins: if you want agents to use only the payment methods you give them, go to Billing, open the Payment Methods tab and tick Enable user restricted payment methods. You'll only see this option if your office pays per campaign. Agents don't need it switched on to add their own card.

Agents and advertisers: log in to Properti, open My Profile and go to the Personal billing tab. Click Set up a personal billing account. You'll head to Stripe, our billing partner, to add your card, then land back in Properti. Need another card later? Use Add a personal payment method.

This card only pays for campaigns invoiced to you. It doesn't pay the workspace subscription.

If an admin will run campaigns for you, tick Allow admins to create and invoice campaigns on my behalf. It shows up once your billing account is set up.

Note: if other people need to use the same payment method, a workspace admin goes to Team, opens the menu on that person's row and picks Assign payment methods. You'll only see it when restricted payment methods are switched on.
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More actions menu on the Team page

With restricted payment methods on, workspace admins can still edit any campaign. Everyone else can only edit a campaign if it's charged to their own card or to a payment method assigned to them.

No card yet? You can still build a campaign and save it as a draft. When you press publish, we'll ask you to add a card to your personal billing account first. See Can I build a campaign before adding a payment method?

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