As your business processes grow and evolve, you may find the need to edit the name of an existing Organization Category.
To change the configuration, you must have the following permissions, which are assigned by default to the accounts-admin role within the System Admin Group.
- ACCT_CATEGORIES_VIEW
- ACCT_CATEGORIES_UPDATE
Organization Categories can be edited directly in the Organization Category list.
Watch the following workflow to see how it's done!