✏️ Update Client User First and Last Name

Last Updated: August 2026

Users can now update their own first and last name directly in Client Hub, giving both firm users and clients more flexibility in keeping their profile information accurate.

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✨ What's New

Firm and client users can update their own first and last name
Updates apply to the user's profile information across most of Client Hub
Messages and Conversations keep showing the name that was in place when each message was sent, so a name change won't appear there until the client user is removed and reinvited
A page refresh may be required to see updates on already open pages
Firm users can update a client's Contact name if needed

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👤 For Client Users

Client users can update their name at any time from My Account.

Changes update their user profile, including places like Client Details and the Client Task icon
Messages and Conversations don't pick up this update — they'll continue showing the name that was in place when each message was sent
If a name needs to display correctly in Messages, the client user will need to be removed and reinvited with the corrected name. See 🔑 Managing a Client's Login: Password, Email & Name Changes for the steps
Updates may not immediately appear on pages that were already open
Refreshing the page will display the updated name in areas outside Messages

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🏢 For Firm Users

Firm users can update a client user's name from Client Details.

This updates the Contact information only
It does not update the client user's My Account name
It does not change the user's displayed name across Client Hub, including in Messages

This allows your team to maintain internal contact records separately from the client user's profile.

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🔐 Notes on Visibility

User profile names and Contact names are managed separately
Most areas of Client Hub display the user's profile name once it's updated and the page is refreshed
Messages and Conversations are the exception — they display the name that was in place when a message was sent and won't reflect a name change until the client user is removed and reinvited
Contact name updates are used for record-keeping and do not override the user's displayed name
A page refresh may be required to see recent profile updates outside Messages

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💡 When to Use This

This enhancement is helpful when:

A user needs to correct or update their own name in most areas of Client Hub
Your firm wants to maintain internal contact records
You need to track contact details separately from user profile information

If a name correction needs to show up correctly in Messages specifically, plan on removing and reinviting the client user rather than relying on the My Account update alone.

Keeping user and contact information accurate helps ensure better communication and cleaner records across Client Hub.

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