Editing the workspace name

Why it is Important

Your workspace has two different names, a brand name, and a workspace name.  

Workspace Name - Your workspace name will be on all invitations and it will be on all material shares unless you change the Brand Name in the send wizard before sending out the materials.  To change your workspace name you must be an Admin of the account. First, click on the Workspace Switcher in the top left corner, scroll down and click Workspace Manager, then click on the workspace that needs the name change. After clicking on the desired workspace, the Name field is at the very top. Make sure to click Save after editing the name.

Brand Name - Your brand name will be on all Basic Mode material shares.  When sending out materials from a workspace, project, or profile you will see a field labeled Brand Name in the send wizard.  The brand name will always be auto-filled with your profile name unless you change it in the send wizard.  This allows you to customize the brand name with every item you send out through the materials library.  If you send Advanced Mode materials, then your brand name will be attached to the materials in your recipient's inbox.  To change your brand name, click on Edit Profile in the middle of the workspace dashboard, or click the Workspace Switcher and scroll down to Brand Profile and click it, then click Profile in the submenu.  This will take you directly to the Profile Information. Once in the Profile Information make the appropriate changes to the Brand Name and click Update at the bottom.  

It's important to be able to differentiate between the Brand Name and the Workspace Name.  Think of your brand name as being external and your workspace name as being internal.  i.e.  The creative division (workspace name) wants to send out some branded materials, so they send them out from the creative division workspace, but they are branded in the name of their company.