Updating a User's Name

You will need to be an Account Admin for your firm's account to update a user's name.

1. Navigate to your firms' account Dashboard.
2. Click on the "Users" tab. 
3. Click on the three dots (kebab menu) next to the name of the user you'd like to change.
4. Select "Update User".
5. In the pop up screen that appears, click into the "Name" box and type in the user's updated name.
6. Click "Save".