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Open Settings, fill in the grievance contact name, grievance contact email and display name under Contact & display, and choose Save changes.

Your firm's details are in the first card of Settings, called Contact & display. Only an admin can change them.

  1. 1 Open Settings.
  2. 2 Under Contact & display, enter a Grievance contact name and a Grievance contact email. This is the grievance contact your clients can reach about their data.
  3. 3 Enter a Display name if you want your clients to see a name other than the one you gave at signup. Leave it empty to keep your firm's name.
  4. 4 Choose Save changes. The page confirms with Settings saved.

The display name appears on every request, in the emails we send for you and on the page your client opens from the upload link. Settings has no field for your firm's name as you gave it at signup, so the display name is how you change what your clients see.

The grievance contact name and email go together. Both must be filled in. Once set, the contact can be changed but not removed.