Update Organization

Owned by Gabrielle Pollack
Sept 27, 2023
1 min read

Applies to:

  • CS/Onboarding Admins

  • XPAs

  • Super Admins

To update the basic identifiers associated with the Organization:

  1. Locate the Organization to be updated in the Organization List. Hover over the downward arrow in the Action column and select Edit.

  2. Update fields associated with the Organization, then click the blue Submit button to save the changes.