Administration

Personal profile, company identity & numbering

Know which details you can edit and which require an administrator or support.

Where to go

My account / Admin → company settings / Customisation

Step by step

Use My account to edit your own display name and permitted personal preferences.
Ask an authorised admin for access-role or reporting-team changes; a job title alone does not change permissions.
Submit legal company identity changes through the support request process.
For document numbering, an admin reviews prefixes, start and padding before saving; issued numbers remain unchanged.

Demo example

Demo: changing “Demo Executive” to a display name does not promote the account to Director.

Does changing my designation grant more access?

No. Display name/job title and the administrator-assigned access role are different.

Reviewed 10 October 2026 · CRM 0.53.1