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

  1. In the left sidebar navigation menu, go to Businesses.
  2. Click the Manage Business kebab menu icon on the right.
Railz Dashboard - Manage Business. Click to Expand.Railz Dashboard - Manage Business. Click to Expand.

Railz Dashboard - Manage Business. Click to Expand.

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

Railz Dashboard - Rename Business. Click to Expand.

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

Railz Dashboard - Rename Business Modal. Click to Expand.

Disconnect a Service Connection

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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.

  1. In the left sidebar navigation menu, go to Businesses.
  2. Click the Manage Business kebab menu icon on the right.
Railz Dashboard - Manage Business. Click to Expand.Railz Dashboard - Manage Business. Click to Expand.

Railz Dashboard - Manage Business. Click to Expand.

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

Railz Dashboard - Manage Services. Click to Expand.

  1. In the modal that opens, click Disconnect, then select Confirm.
Railz Dashboard - Disconnect a Service Connection. Click to Expand.Railz Dashboard - Disconnect a Service Connection. Click to Expand.

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

Railz Dashboard - Confirm Disconnecting a Service Connection. Click to Expand.Railz Dashboard - Confirm Disconnecting a Service Connection. Click to Expand.

Railz Dashboard - Confirm Disconnecting a Service Connection. Click to Expand.

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Banking connections can't be disconnected manually.


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