How to Update Your Display Name

When sending Client Intake PDFs to Communities and Community Comparisons to Clients, you may find that you want to change the display name shown on those documents. To do so, you'll want to follow the steps below:

1. Navigate to the Settings Cog ⚙️
2. Click Settings
3. Go to My Settings > Personal
4. Edit the Display Name field

Can I update my Employee's Display Name?

Yes! If you're an Administrator user, you can update Display Names on behalf of your users by doing the following:

1. Navigate to Settings > User Accounts
2. Click Edit next to the user whose Display Name you want to update
3. Enter their preferred Display Name in the Name field.
4. Click Save.

Have more questions? Feel free to reach out to us at support@seniorplace.io!