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How To: Update Company/Account Names
How To: Update Company/Account Names
C
Written by Caitlin Hyer
Updated over a week ago

Introduction:

Things change, including the names of companies. What you used as the Company and/or Account name in the past may not be suitable now. The OddBytes Platform allows you to update the name used for your Company and your Account(s).

The below instructions will walk you through how to update each.

Company Name:

  1. Log in to the platform.

  2. In the left side navigation, click ‘Settings’.

  3. Click ‘General Settings’.

  4. Within the top row, hover over your company's name.

    1. A box with the company details will appear.

  5. Click on 'Contact Info'.

  6. Enter the new name within the 'Company name' field.

    1. If needed, other contact details for the company level can also be modified within this same window.

  7. Click 'Save'.

Account Name:

  1. Log in to the platform.

  2. In the left side navigation, click ‘Settings’.

  3. Click ‘General Settings’.

  4. Click the down arrow next to the account which you want to update.

    1. The account's settings will appear.

  5. Click 'Edit' next to 'Account Contact Info'.

  6. Enter the new name within the 'Account nick name' field.

    1. If needed, other contact details for this account can also be modified within this same window.

  7. Click 'Save'.

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