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Change a site name

In this guide, we explain how to update the name of a care home or site location.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

To ensure the system reflects the change correctly, both steps must be completed. Youโ€™ll need Admin Tool access to make these updates.

Update the site name

First, amend the site name in the site account.

  1. From the Admin tool, click Sites.

  2. Find the site and click on it.

  3. In the Site name box, edit the name but leave the company name that appears next to it.

  4. Click Save Changes.

Update the virtual site account

Next, update the virtual site account. By doing this step, the name change will update in the Create User Form.

  1. From the main Admin Tool dashboard, click Employees.

  2. Search for the site name by typing it in the search box.

  3. Click on the virtual site account to open it.

  4. Overtype the existing site name with the new name.

  5. Scroll down and click Save.

๐Ÿ“ŒTip: Allow 2 hours for changes to sync with your stats and reports.

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