Getting Started · 3 min read
Set your agency or independent-agent display name
Update the workspace name used on your dashboard and future producer PDFs.
Visual workflow map · illustrative, not a screenshot
Follow the numbered instructions below. Exact button names and paths are taken from the application; actual screen captures will be added in the visual walkthrough phase.
On this page
1. Open your profile
From the dashboard select Edit profile, or select Profile in the workspace header. The Edit profile page displays your current agency or independent-agent name.
2. Save your display name
In Agency / independent agent name, enter the name you want shown to users and on new producer commission statements. Use a name between 2 and 100 characters, then select Save profile.
Only owners and administrators can change the workspace name. The name does not change your login email, billing plan, or previously downloaded PDF files.
3. Verify the result
Return to the dashboard to confirm the heading has changed. Newly generated producer statements should show the updated Agency name.