Rename a Customer or Site in the Portal

How to change the display name of a customer or one of its sites from the Portal.

Configuration Updated August 21, 2025

Customer and site names are surfaced everywhere in the Portal, in alert emails, and in PSA tickets routed from those alerts, so keeping them correct matters. Renaming is a quick two-step operation.

Rename a customer

  1. In the Portal, find the customer in the customer list and click the edit (pencil) icon next to the name.
  2. Enter the new name and save.

Customer rename dialog in the Portal

Rename a site

  1. Expand the customer to reveal its sites.
  2. Click Configure on the site you want to rename.
  3. On the site overview, click the edit icon next to the site name, enter the new name, and save.

Site rename dialog in the Portal

The change takes effect immediately. Any alert templates that reference {customer} or {site} will pick up the new name on the next alert.

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