As an admin or signatory, you can access your Groups  and update their names.

This page is visible by the person responsible for managing the scheme (Administrators or Advisers).

Updating your group name

Use the instructions below to update a group name.

1 - Sign in to your account and go to Scheme Setup

2 - Select Groups

The next screen will let you select the 'Update' button next to the group you wish to update.

3 - Update name field

Visiting the group update page, the following form will be shown.

Press the blue Update button to update and save the given group name.

All previous employees will remain in this group. If you wish to assign one or many employees to an existing group name, you can use the bulk update tool.

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