Change company name & details

Description:

You can add your company details so that they are displayed on the cover pages of any reports generated by plan members. You must always have a company name set. Optionally, you can add an address along with additional customisable fields.

Notes:

• Only Plan Admins can access the Admin Console and can therefore update this setting.

Guide:

1. Go to the Settings screen

2. Press the Edit button on the Company Details section

3. Change the company name and update any other company details

a. To add new details, use Add field. You can choose a name for your detail and enter the information afterwards.

4. Press the Save button to apply your change. Pressing the Cancel button will revert the company name back to the value before your change.