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How To Manage User Names and Formats

Note: All pages below are subject to having relevant Roles and Permissions.

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

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

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.

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

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 as each Field is added.

Updated on May 11, 2023

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