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How To Manage User Names and Formats

In this guide we’ll look at how you can customise the way the Names of Students, Staff and Contacts are displayed in certain areas of Bromcom.

Access: The minimum permissions required to access User Name and Formats can be found in the Setup module from within Config > Setup > Roles and Permissions.

Permissions

See Also: Dynamic Field – Student Legal Fullname

From the Menu on the left go to Config > Setup > User Name and Formats.

Pathway

From the dropdown menu, select the Name Format to be amended.

Name Format

To amend the Format, clear the items seen in the Name Format Editor field by highlighting and deleting or using your cursor to delete the existing Data Fields.

Name Format Editor

Select an appropriate Name Field from the Name Format Fields dropdown.

Name Format Fields

Build up the Name as required ensuring a space is added between each Field, then click the Save button. An example of the Name Format will appear at the bottom of the panel as each Field is added.

Example

Updated on May 9, 2024

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