Updating a group name

Learn how to change a group name

Written by Smart Pension Support
Updated over a week ago

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 click on 'Menu' in the top right-hand corner. Then select 'Scheme Setup' from the drop-down box.

2 - On the Scheme Setup dashboard, select the 'Groups' category

3- On the next page you will have the option to select the pencil icon next to the group name you wish to update.

3 - Update name field

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

Type the updated group name and press the blue 'Update' button to save your changes.

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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