Your Inform Direct account has its own name and details, separate from any of the companies you manage within it.

Note: When you first create an account, we use the name of the first company you add as the account name to get you started. After that, though, the account name isn't linked to any company — it's simply a free-text label with no validation, so you can change it to anything you like at any time, and it has no bearing on which companies are in your portfolio, their records, or your presenter details.

If you have more than one company in your account and want to change the account name (for example, to reflect a different company, your firm's name, or anything else), or update any other account-level details, here's how:

Open the Account menu at the top of your screen and select Account details to bring up your Account details.

Click on the blue "Edit account details" button.

From here you can edit the Account Name field directly — just type over it with whatever you'd like it to say.

Note: You will only be able to edit the Presenter information if you have a Subscription Account. How do I add my Presenter Code? for more details.