Where do I change company name and portal name?

In Admin → Settings → Identity you'll find two fields:

  • Company name — appears in invoices, reports and business documents
  • Portal name — appears in the browser tab title, header and welcome emails for clients

Often you'll use the same name for both, but you can also split them — e.g. company name "Acme Inc." and portal name "Acme Client Portal".

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