This guide is for our updated dashboard that was released on May 15, 2025. If the images below do not match your view, refer to the version one user guide. You will be moved to the updated version in the next few weeks.
Administrators can customize different aspect of a workspace like colour, logo, name, and more. This user guide outlines how to update your workspace name, workspace short name, and workspace legal name.
1. Select Setup from the user menu.
2. Pick Workspace Settings from the main menu.
3. Under the Workspace Settings tab, you will see three workspace name options. Click the Edit icon to add or revise the name.
- Workspace Name: The name that will be listed in all email communications and on the workspace banner. It will also appear on the workspace switcher if no short name is provided (required).
- Workspace Short Name: A shortened version of your workspace name that will appear on the workspace switcher (optional).
- Workspace Legal Name: The formal legal name for your community (optional).
Update the Workspace Name and click Save to finalize your changes.
Note: Long workspace names will be trimmed after 50 characters in the workspace switcher. If your workspace name exceeds this limit, we recommend setting a workspace short name.
Enter/Update the Workspace Short Name and click Save to finalize your changes.
Enter/Update the Workspace Legal Name and click Save to finalize your changes.
Additional Resources
- How to Change Your Dashboard Colour & Logo
- How to Update Your Logo on Portfolio
- How to Update the Mobile App Dashboard