Rename client

Update the client name to ensure the portal environment is correctly named and easy for users to identify.

To Rename a Client

  1. Go to Administration.

  2. Navigate to the Units tab.

  3. Click on the client name you wish to change under Unit Name.

  4. In the new window that appears, click on the pencil icon ✏️ in the Details box.

  5. In the window that appears, you can enter the desired name and then click OK.

Last modified May 8, 2026