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How to update your Settings

This article covers all the changes you can make in the settings page

M
Written by Mark Latham
Updated today

Company details

You can update the company name from Settings > Company at any time.

  1. From the main navigation, click Settings.

  2. Select Company from the Settings menu.

  3. Company name β€” your business legal or trading name

  4. Click the field, make your changes, and click Save.

Changes take effect immediately and will appear on records generated from that point forward. Previously completed records are not retroactively updated.

Personal details

This is the name of the primary account holder. It can be updated going to Settings > Personal > Editing the name > Save.

What if I need to change the account owner?

Please contact APLYiD Support if you need to change the primary account holder or billing contact.

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