Changing the Account Name / Company Details


Users with the Account Admin Role can edit the legal name, trading name and address for their account and branches.

This action is restricted to users with the Account Admin Role to prevent random changes being made. This is important as various documents created via the QA process refer to these details (ie. contracts) and changes should only be made when absolutely required.

Note: Changes made here may need to be reflected in the branches you’ve created on your account


Part One – Locating the Account Settings Page

After logging into Citation HR Software:

  1. Navigate to ‘Settings
  2. Click on ‘Account Settings
  3. Click on the ‘Account Details’ tab
  4. Click on the ‘Details’ tab
  5. Click ‘Edit



Part Two – Updating the Account/Company Legal Name

Once you have the edit screen open:

  1. Update any company name elements, as required
  2. Update any company address details, as required
  3. Update any company contact details, as required
  4. Update any company emails or websites, as required
  5. Update the accounts time zone settings, as required
  6. Click ‘Update’ once complete