Updating the Account Name / Company Details

Overview

Users with the Account Admin Role can edit the legal name, trading name and address for their account and branches.

This action is restricted to users with the Account Admin Role to prevent random changes being made. This is important as various documents created via the QA process refer to these details (ie. contracts) and changes should only be made when absolutely required.

Note: Changes made here may need to be reflected in the branches you’ve created on your account

Update the Account Details

1. Navigate to ‘Settings’
2. Click on ‘Account Settings’
3. Click on the ‘Account Details’ tab
4. Click on the ‘Details’ tab
5. Click ‘Edit’
   
   

Edit the relevant details for the company as required. This could include; 

• Name
• Address
• Contact details
• Website
• Time zone

Click ‘Update’ once complete

Update the Primary or Billing Contact Details

1. Navigate to ‘Settings’
2. Click on ‘Account Settings’
3. Click on the ‘Account Details’ tab
4. Click on the ‘Contacts’ tab
5. Click ‘Edit’
6. Update the details as required
7. Click 'Update'

If you are updating your company details, you may also need to update your branding settings or your branch details. Please navigate to the relevant sections or articles of the Knowledge Base for assistance on how to do this.