Customize Default Names for New SaaS Accounts

Modified on Wed, 13 Aug at 6:15 AM

You can now decide how new SaaS accounts are named when customers sign up through your funnels.

What’s New

In SaaS Configurator → Advanced Settings → Onboarding, choose between:
Company Name – Use the business name entered at checkout.
Customer Name + “’s Account” – Keep the current default style.

Why It Matters

This gives you more control over how accounts appear in your system:
Use Company Name for quick identification by business.
Use Customer Name if you prefer to search by owner.

Pro Tip:
 If you’re using an external checkout, you can still use the Company Name option—just make sure your checkout sends a companyName
value in the subscription metadata.