Members with the "Manage Account Information" permission can access the system backend to modify and maintain the account’s basic information, ensuring accuracy and standardization.
From the left navigation bar, go to Settings > Account Settings.
Available Actions:
Edit Account Name: Useful for maintaining naming consistency or updating names based on organizational changes.
Set Industry Category: Select your company's industry to help the system provide more relevant analysis models and data benchmarks.
⚠️ Note: Only members with the "Manage Account Information" permission can perform the above actions. Other users will not be able to access or edit basic account information.
If you need to change permissions or add an administrator, please ask the system admin to configure it under Settings > Role Permissions. For detailed setup, refer to the Role Permissions documentation.