Edit syndicate
What it is
Section titled “What it is”The Edit Syndicate screen is the admin screen for changing the syndicate’s name and description, and for closing the syndicate. It is reached from the pencil icon next to the syndicate name, and also from the Edit syndicate tile in the Syndicate section of the Admin tab. It is kept as its own screen, separate from the operational configuration (billing, privacy, booking policy, and so on), so the syndicate’s identity and closure are not touched during routine admin work.
Who can use it
Section titled “Who can use it”- Admins: full access, including closing the syndicate.
- Members: no access. The pencil icon is not shown.
Where to find it
Section titled “Where to find it”In the app:
- Open the syndicate.
- On the syndicate detail screen, tap the pencil icon next to the syndicate name, or open the Admin tab and tap the Edit syndicate tile in the Syndicate section.
Route: /syndicates/:syndicateId/edit.
Fields / options
Section titled “Fields / options”| Field | Notes |
|---|---|
| Name | Required. 3 to 50 characters. Shown in every list and breadcrumb across the app. |
| Description | Optional. Up to 500 characters. Free text. |
Below the form, a Close this syndicate card appears for admins. Closing is a reversible soft-close, not an immediate deletion; see Close a syndicate for the full flow.
Behaviour rules
Section titled “Behaviour rules”- Name validation is client and server side. An empty or too-short name is rejected on save. Names do not have to be unique.
- Description is free text. No markdown rendering, no links. Line breaks are preserved.
- Closing is a reversible soft-close. It stops all activity, cancels the Direct Debit mandates at the payment provider, ends the subscription and cancels upcoming bookings. The financial ledger is kept, read-only, so balances and history survive. A closed syndicate can be reinstated during a retention window; after that a scheduled job removes it permanently, keeping an anonymised money trail where any financial history exists.
- Closing is blocked while anything is unresolved. If a Direct Debit collection is still clearing, or a member still owes an outstanding balance, the close is refused (on the server) until it is resolved.
- A closed syndicate is read-only. The edit form is replaced by a banner showing the retention deadline and, for admins, a Reinstate syndicate button.
- Changing the name is non-destructive. Bookings, usage logs, statements, and transactions keep their internal references; only the display name changes everywhere it appears.
See also
Section titled “See also”- Close a syndicate: the full close, reinstate and retention flow.
- Admin tab overview: the operational counterpart to this screen.