How to change the name of an account or business unit.

KB02682. Steps on how a customer can edit their account or location name in Customer Portal

Problem: Customer wants to change the name of their account or location in CStoreOffice®.


Step 1: Navigate to Customer Portal - > login, or - > login > access Customer Portal from the Product Switcher.

Step 2: Select My Company > Accounts/ Business Units from the top row of options.

Step 3: Choose the destination to be edited.

Step 4: Click EDIT at the bottom of the page.

Step 5: Change any data desired.

Step 6: Click SAVE - Step 7: Confirm Business Unit/ Account name is changed in CStoreOffice®.


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