How do I update my Organization name?

Short Answer: Open Settings → Organization, enter the new name in the *"Organization name " field, then click the yellow "Save changes" button.

PreRequisites

1. Be signed in to CleverBalance.

2. Open the Organization settings page (Settings → Organization or /settings/organization).

Steps

1. Open the Settings menu on the left and select "Organization".
   The page displays fields such as "Organization name", "Country", and "Timezone".

2. Click the "Organization name " field (placeholder: "Enter organization name") and type your new organization name.
   The updated name appears in the Organization name field.

3. (Optional) Update additional fields if needed:

   • Choose a Country from "Select country".

   • Select the correct Timezone from the dropdown.
     Your selections appear in the corresponding fields.

4. Click the yellow "Save changes" button.
   The form is submitted and your changes are applied.

5. Reload the page to confirm the new Organization name remains saved.
   The updated name persists after refresh.

Troubleshooting

1. "Save changes" appears to do nothing or returns an error.

   Likely Cause: The required field *"Organization name " is empty or contains invalid characters.

   Action: Enter a valid organization name, then click "Save changes" again.

2. The saved name does not persist after reloading the page.

   Likely Cause: A network interruption prevented the save from completing.

   Action: Check your internet connection, click "Save changes" again, then reload the page to confirm.

3. The "Save changes" button is unresponsive or frozen.

   Likely Cause: Browser script blocking or extension interference.

   Action: Try using a different browser or disable browser extensions, then repeat the steps.

Note: Fields marked with "*" (for example "Organization name *") are required. Always click "Save changes" to ensure updates are stored