How to rename a company#

For: Admin You’ll need: Owner role on the company you want to rename.

You’ll change the display name of one of your companies. The new name shows up everywhere — header, account overview, exports, invoices.

Open the Manage companies page#

  1. Open the account dropdown (top-right) and click ‘Account’.

  2. Click ‘Manage companies’.

Rename the company#

  1. Find the company you want to rename in the list.

  2. In its section, edit the ‘Name’ field.

  3. Click ‘Save’.

Verify it worked#

The new name appears in the list, in the company badge in the Shiftavo header (top-right), and on your account overview.