Editing via icon
To edit the Organization via the icon, follow these steps:1
Select your Organization icon from the top of the navigation bar on the left side of the screen.
2
Select Edit from the displayed window.
3
You can update the following details:
- Legal and Trade names
- Address information
- Parent Organization
- Metadata
- Icon
4
After making your changes, click Save to apply them. Your updates will take effect immediately and be reflected across the platform.
Editing via the Organization page
1
Go to the Organizations page and locate the Organization you want to update.
2
Click the three-dot menu ( ) in the Actions column, then select Edit.
3
The Details Organization page will open, allowing you to edit any information as needed.
4
After making your changes, click Save to apply them.