Using the Subscription Module

The Subscription module was built to give clients access to their cieTrade subscription payment details, and allows clients to update this information directly on their database.  Additionally, account owners can now assign access for other users at their company, so more than one user can view these details and alter them when needed.

Navigating to the Subscription Module 

The Subscription page can be found by navigating to  Settings > Subscription when logged onto the database as the account owner, or a user who was provided access.  

Providing Access for Other Users

Out of the box only the user who is the account owner will be able to view this module.  Please note, account ownership is not determined by the Permission Role assigned to your user profile.  The account owner will be the user who was initially registered when the database was created and the company signed on to join cieTrade.  To provide permissions for another user to view and update account details, the account owner can do so in Settings > Users & Roles.  

Click on the user profile to open the edit screen.  Under the User Access section, check off Can Edit Subscription Info.  

Once saved, this user can now view and edit within the Subscription module when they log into the system.

Updating Payment Information

For a step-by-step guide on updating your credit card information, please navigate to our help file here.