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Clarify "account admin" vs "legal representative" wording on company onboarding page#630

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Clarify "account admin" vs "legal representative" wording on company onboarding page#630
ntombing wants to merge 4 commits intomainfrom
DOC-1694/clarify-account-admin-vs-legal-representative-wording-on-company

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linear Bot commented Apr 16, 2026

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@ntombing ntombing changed the title Sentence rewrite Clarify "account admin" vs "legal representative" wording on company onboarding page Apr 20, 2026
@ntombing ntombing requested a review from max-koro April 20, 2026 07:51
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Quick coverage check against the ticket: this PR covers task 1 but targets preview/new-onboarding/legacy-onboarding/company/index.mdx rather than topics/onboarding/company/index.mdx named in the ticket. Can you confirm the Representatives section in the main topics/onboarding/company/index.mdx is also fixed (or moved)? Tasks 2 (full-page audit) and 3 (cross-check against new onboarding v2 where accountAdmin is an API field name) don't appear to be addressed yet

Comment thread docs/topics/onboarding/company/index.mdx Outdated
ntombing and others added 2 commits April 21, 2026 16:51
Co-authored-by: Max B. <17831738+max-koro@users.noreply.github.com>
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Quick coverage check against the ticket: this PR covers task 1 but targets preview/new-onboarding/legacy-onboarding/company/index.mdx rather than topics/onboarding/company/index.mdx named in the ticket. Can you confirm the Representatives section in the main topics/onboarding/company/index.mdx is also fixed (or moved)? Tasks 2 (full-page audit) and 3 (cross-check against new onboarding v2 where accountAdmin is an API field name) don't appear to be addressed yet

Hey @max-koro ,

To answer your question: "Can you confirm the Representatives section in the main topics/onboarding/company/index.mdx is also fixed (or moved)? "

No, it wasn't moved to onboarding v2, there's no "Representatives" section. Was this an intentional choice for the v2 updates? We don't have information about UBO's either.

Thanks for the review. These are the changes I made:

Task 1: Rewrite confusing sentence in the Representatives section
File: preview/new-onboarding/legacy-onboarding/company/index.mdx
Rewrote the sentence in #representatives that blurred the distinction between the three concepts:
Before: "This is separate from the legal representative who serves as the account admin and undergoes identification verification."
After: "Representatives are separate from the account's legal representative. The legal representative is the person who administers the Swan account and undergoes identity verification."

Task 2: Full-page audit: consistent terminology
File 1: preview/new-onboarding/legacy-onboarding/company/index.mdx
Updated identification recommendations table header: Recommended level for account admin → Recommended level for legal representative
Updated country requirements intro bullet for "Legal representative information": "The individual who manages the account and undergoes identification" → Legal representative information: The individual who administers the account and undergoes identification
File 2: topics/onboarding/company/index.mdx
Updated identification recommendations table header: Recommended level for account admin → Recommended level for legal representative

Task 3: Cross-check against accountAdmin API field (new onboarding v2)
No changes required. After Tasks 1 and 2, the term "account admin" no longer appears in the prose of either page. The accountAdmin API field is only referenced on the fields subpage, where it is already correctly labelled as "Account administrator (accountAdmin)" — keeping the concept and the field name distinct.

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