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How can I change the name of a group?

In the "Portfolio" section under the "Groups" option, at the top you will find two formats to view your groups: in list format and in mosaic format. 

Table view

  1.  In this view you can see in table mode the group name, number of companies, when it was created, last update and the group's action buttons. 

  2. Click on the pencil icon to change the name.

  3. Type the new name and press enter.

This view allows you to arrange the columns in alphabetical order or by creation date and last update. 

Card view

  1. In this view you will see the groups as a tile, it will show the group name, number of companies, last update and who created the group. 

  2. Click on the three dots and select the "Rename" option, click on the green "check" button.