Note: Users need the Maintain Contact Info permission to update information. Click here to find out how to obtain this permission if a user cannot update company info.
- Login to www.calcerts.com
- Select your name in the top right hand corner and click My Company Info.
- You can update any changeable fields. Click Save Changes when you're done.
- If you are a User Admin and would like to update the company name, click the link shown in the screenshot below to submit a request. This will be reviewed by us before processing.
Company Name Change Form
Note: Only User Admins with the Edit Company Information permission can make this request.
Indicate your desired new company name in the yellow box. If another company has taken the name already, we will ask you to choose a different company name. Briefly describe why the name change is taking place in the orange box.
During the company name change, the old company is not deactivated unless indicated. You may opt to retain your old company account in addition to a new one. Select “Yes” (circled in red) if you want to be able to toggle between companies.
No projects or plans are transferred during a company name change. If the new company needs access to projects from the old company, the project will need to be shared with or transferred to the new company.
You can indicate whether each user needs access to the new company or the old company. You must choose at least one option for each user, but they can have access to both companies, too.
Note: You can toggle between companies on the Secure Home (first page upon logging in). Learn more about toggling between companies at this link.
Hit Send Request when you're done selecting your changes. Please allow at least one business day for our technical support department to process the request.