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Configuring Company Information

Learn how to set up your company's basic details.

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Written by Guy Halperin
Updated over 3 months ago

Updating Company Information

Accessing Company Information

  1. Go to Settings in the admin sidebar

  2. You'll be on the Company tab by default


Available Fields

Legal Name — Your company's official legal name. Used for records and compliance. Must be at least 2 characters.

Example: "Acme Services Inc"

Display Name — The name shown throughout ShareWillow. Can be different from your legal name. Must be at least 2 characters.

Example: "Acme Services"


How to Update

  1. Click in the field you want to change

  2. Enter the new value

  3. The Save Changes button will activate

  4. Click Save Changes

  5. You'll see a confirmation: "Company updated successfully"


Validation Rules

  • Legal Name — Minimum 2 characters

  • Display Name — Minimum 2 characters

If validation fails, you'll see an error message below the field.

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