How to Edit an Account
Natalie Novick avatar
Written by Natalie Novick
Updated over a week ago

Editing an account is easy and can be done from the Accounts tab. Click the 3 dots next to the account name and then click "Edit".

You will be able to edit the following information:

  • Company Name

  • Email Domains

    • These are domains that you want to associate with the Account. This is useful if you would like to use an Auto Approve option to allow for users from various domains for the same company to be automatically approved.

  • Description

    • Information about the company that will display under the company profile.

  • Salesforce Account

    • If you are using our Salesforce integration, you will be able to modify the Salesforce Account associated with the SafeBase Account.

  • NDA Provider

    • The default NDA provider for this company.

  • Permission Profile

Did this answer your question?