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Would you prefer to display your own organization name rather than Snap Projections along the top left of the page when using Snap?

Here are the steps you can follow to accomplish this in your account.

Please note that this feature is only available in Advisor Professional and Advisor Business plans. If you are on the Advisor Light plan, please go to your Billing page and upgrade to a new plan.

1. Log in to Snap Projections. Click your initials (top-right corner) and then go to Organization Settings.

If you don't see this link, you are likely part of a team in the application. Please contact your organization's Snap Projections administrator who will have access to this link.

2. Enter the name of your organization in the text box and click Save.

3. You will now see your own organization name at the top left of the screen instead of Snap Projections.

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