Customizing Terminology

Every organization talks about their locations differently. A franchise network has "Franchises," a real estate firm has "Offices," and a retail chain has "Stores." Rool lets you choose what your accounts are called so the platform feels natural to your team.

Who can change this setting? Only organization admins. The terminology you choose applies to every member of your organization.

What terminology affects

The term you pick replaces the default word "Branch" everywhere in the platform, including:

• Sidebar navigation and page headings

• The account switcher dropdown

• Post previews and social media preview cards

• Team invitation dialogs and access settings

• Filter dropdowns when browsing posts by account

• Settings tabs (for example, the "Branch Access" tab becomes "Location Access" if you choose "Location")

Both the singular and plural forms update automatically. If you choose "Store," you'll see "Store" where a single account is referenced and "Stores" wherever the plural is used.

Available presets

Rool includes several built-in presets you can pick from:

If none of these fit, you can enter a custom term (see below).

Setting terminology during onboarding

When you first create an organization, the onboarding wizard asks you to choose an Accounts Label in Step 2.

1. In the Accounts Label dropdown, select a preset that matches your business.

2. If you need something different, choose Custom... and type your own term in the Custom Term (singular) field that appears. Enter the singular form only — Rool generates the plural automatically.

3. Click Continue to save your choice and move on.

You can always change this later from your organization settings.

Changing terminology after setup

If your needs change, an admin can update the terminology at any time. Contact your Rool platform administrator to update the terminology setting for your organization from the admin panel.

The platform admin will:

1. Open your organization in the Admin Panel.

2. Scroll to the Terminology Settings card.

3. Under What should "Accounts" be called?, select a preset or choose Custom... and enter a singular term.

4. Click Save Settings.

The change takes effect immediately across the entire organization for all members.

Using a custom term

If none of the presets fit, choose Custom... from the dropdown. A text field appears where you type the singular form of your term.

• Enter the singular form only (for example, "Dealership," "Chapter," or "Unit").

• Rool automatically creates the plural by adding an "s" (so "Dealership" becomes "Dealerships").

• The term is case-sensitive — enter it exactly as you want it displayed.

Tips

• Keep it short. A single word works best since it appears in buttons, tabs, and dropdown menus.

• Use title case. Enter "Dealership" rather than "dealership" — the platform will lowercase it where appropriate (for example, "Search dealerships...").

• Communicate the change. If you change terminology after your team is already using Rool, let them know so they aren't confused by the updated labels.