Concept

An MSP may want to rename a customer if the original is not correct or in the case of a Merger, Acquisition, or rebranding by their Customer.

Prerequisites

• Tenant is Enabled with Quickpass Tech Vault
• Tenant has QDesk, QGuard, or Bundle Account Plan
• Customers are already created on the Quickpass Dashboard

Process

1. Click the Customers button at the top left side of the dashboard
   
   
   
   
2. Navigate to the customer you would like to rename and then click the Rename option
   
   
   
   
3. To confirm the action, a box will appear as seen below. Enter the new Customer name and hit save.
   
   
   Please Note: 2 Customers cannot have the same name.  If the value typed here is identical to an existing customer name, the change will be rejected.
   
   
4. Once saved, there will be a confirmation at the top of the screen to show the name change was successful.