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How to rename a client folder

See the fastest way to rename the client's folder from the dashboard

Updated this week

Need to rename a folder or space name? You can do this directly from your dashboard.

​Note: In the new UI, we now call them "Spaces" instead of "Folders." They work the same way.


Step 1: Navigate to "Spaces" from the left sidebar to view all your client folders.

Step 2: Locate the folder you want to rename. Click the three-dot menu icon on the folder card.

Step 3: Select "Rename" from the dropdown menu. A modal will appear where you can change the folder name.

Step 4: Enter your new folder name and click "Rename" to confirm the change.


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