Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Platform Usage

Articles in this section are for general users of Platform.

Platform Administration
Articles in this section may be useful for
staff maintaining the infrastructure
of the Platform.

Platform FAQ
Articles in this section provide answers to frequently asked questions on the Platform appliance.

Platform Release Information and Roadmap
Articles in this section give release notes and links to see the product roadmap.

Platform Resource Centre

Platform Ideas Portal

Perspective Platform Resource Centre

Article Index

Overview

This article shows how an organisation registered on the Platform can change their name. In this example, we will be changing the name of a fictitious company called Topcoat Painting and Decorating to its new name of Topcoat Painting Services

Steps

  1. Log into pf.pstpf.com.au using the email and credentials that were used to register the organisation. It should be noted that when logging in with the registering email there are 2 perspectives available;

    The perspective of the person. This is where they see their own information.

    image-20240607-012215.png

    The perspective of the organisation. This is where they can see the information of the company.

    image-20240607-012149.png

  2. The user will be in the perspective that they were in when they last logged in. They need to switch to the person perspective. If they click on they click on the drop down selected and choose the person;

    image-20240607-015326.png

  3. The user should then click on the Perspectives tile and they will see two records.

    image-20240607-015546.png

  4. Click on the Business perspective and select Edit Business Profile in the screen that opens. The name displayed in the drop-down selection is the Profile Name.

    image-20240610-223538.png


    The user will need to log out and log back in again to see the new name;

    image-20240610-223908.png

  • No labels