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How do I change my organization information, such as name and address?

Change your organization information, such as name and address, in your organization profile settings.

STEP 1 – Go to your organization profile page by either clicking the organization name in the breadcrumbs of your campaign:

Screenshot of a campaign in administrative view (sidebar panel and breadcrumbs showing). A blue arrow points to the demo organization name (Connectionpoint Systems Inc) in the breadcrumbs bar.

Or through the ‘Organizations’ list in your User Profile:

Screenshot of a user profile in administrative view. A blue arrow points to 'Organizations', which is the third option from the top.

STEP 2 – Click ‘Settings’ in the sidebar menu.

Screenshot of an organization profile in administrative view. A blue arrow points to 'Settings' which is the last option in the left sidebar panel.

STEP 3 – Under ‘Name & address,’ make your changes and hit ‘Save.’

Screenshot showing the organization settings menu. The left sidebar menu has the first option "Name & address" highlighted with a blue arrow pointing to it. The main window shows where the organization details can be inserted. Another blue arrow points to the 'Save' button in the upper right hand corner.

Note: You may find red highlights under certain sections of this and other menus under ‘Settings’ after you try to save:

Screenshot of the Banking & Payments section of the organization settings menu (two down from Name & address in the left sidebar panel). A red alert message appears on the top of the main window, reading: "Items below need your attention" This is meant to show users that if their setting changes don't save, it is because there is another section in the settings menu that is blank and required.

These sections are all linked, meaning the mandatory aspects of each section must be filled out for your changes to be updated. This is usually the payment provider information if you’ve skipped entering it in the organization creation flow. Make these changes before saving (click here for updating banking information).

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