This article applies to: All Firm Users with Client Manager and / or Administrator role
There may be instances where you need to change the Client’s Company name after they were added to AuditDashboard (due to an acquisition or merger, for example).
To change the name, navigate to Clients in the main menu, and select the Company. In the Details pane that appears on the right-hand side, click on the Company name (as highlighted in the screenshot below). Modify the name and close the pane. The Client Company name will now be updated.