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How do we change our account name?
How do we change our account name?
Updated over a week ago

Do you need to make a change to your account name? Occasionally, organizations need to make a change to the account name due to rebranding or merging with another organization.

If that is the case, we are happy to help.

For the security of your organization's data and to abide by our service agreements the account name change request must be made by one of the following:

  • A current Administrative user

  • An officer

  • Executive (c-level) team member

  • General counsel (legal rep)

The request must be made in writing sent to [email protected] and be received by the user's direct email. Our team will take additional measures to confirm the contact information and assist in updating the account name and/or send additional documents for signature, if needed.

  • If your account was set up with a contract we may need to have your legal representative sign an updated contract or an Addendum. Our team will check to see if this is required.

  • If your account did not require a contract, such as a monthly subscription, we are happy to make the change once requested with no further action needed.

Did your email domain change as well?

If you also need to make a change to the domain name for your users' email addresses we can help. Be sure to include this as part of your request and the support team member will coordinate when to update the emails.

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