Manage Businesses
Manage Business section in Railz Dashboard enables you to rename your business, generate Railz Sites™ links, and allows you to manage a business' connected services. This section explains the steps for renaming a business and disconnecting a connection in a few simple clicks.
Renaming a Business
- In the left sidebar navigation menu, go to Businesses.
- Click the Manage Business kebab menu icon on the right.


Railz Dashboard - Manage Business. Click to Expand.
- Select Rename.


Railz Dashboard - Rename Business. Click to Expand.
- In the modal that opens, enter the Business Name, then select Save.


Railz Dashboard - Rename Business Modal. Click to Expand.
Disconnect a Service Connection
Disconnecting a service connection will not delete a business' financial data. By disconnecting a service connection, you will no longer have access to up-to-date financial data for that service.
- In the left sidebar navigation menu, go to Businesses.
- Click the Manage Business kebab menu icon on the right.


Railz Dashboard - Manage Business. Click to Expand.
- Select Manage Services.


Railz Dashboard - Manage Services. Click to Expand.
- In the modal that opens, click Disconnect, then select Confirm.


Railz Dashboard - Disconnect a Service Connection. Click to Expand.


Railz Dashboard - Confirm Disconnecting a Service Connection. Click to Expand.
Banking connections can't be disconnected manually.
Updated 6 months ago