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
Step-by-Step Guide
Organization Categories can be edited directly in the Organization Category list.
1. Go to Organization Categories in the left sidebar
2. Click on the name of the category to edit
3. Type the new name
4. Click on Update to save your changes.
