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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 (Figure 1).
3
The Edit Organization page will open. 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.

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Editing via settings

To edit the Organization via the Settings page, follow these steps:
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 Details (Figure 2).
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.