How do I edit the icon or name for a company?

Allene Norton
Allene Norton
  • Updated

To edit a company, click on the company in the company column on the Clients page. A dropdown will appear with a list of existing companies. 

Click the ellipsis next to the company you wish to edit (you can search for companies by typing in the dropdown).

An edit modal will appear where you can change the name and icon for the company.

To change the icon, click on the company icon in the edit modal and select an image from your device to upload a new icon.

To change the name, type the new name into the Name input.

After making your changes, click Save to update the company settings.



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