Changing School Name In Manage

How to Process a School Name Change

If a school is making a significant name change that needs to be reflected across all platforms and documentation, follow the steps below to ensure everything is updated correctly.

Step 1: Obtain Documentation

• Request an updated copy of the school’s IRS documentation that shows:

  • The new name

  • The same EIN (Employer Identification Number)

• This confirms the school’s identity and verifies the legitimacy of the name change.

Step 2: Inform the Customer Success Manager (CSM)

• Share the updated IRS documentation with the school’s assigned CSM.

• The CSM will:

  • Update the school name in HubSpot

  • Ensure the new name appears correctly in Raise, including on the school’s Home Screen

Step 3: Create a Ticket for Manage Team

• Open a JIRA ticket for the Manage team and assign to Esteban.

• Include a request to update the school’s name across any additional locations in the system where the old name may still appear.