Enforce User Name Format

Standardize User Name Formats Across Your Organization

Enforcing a standardized naming convention across your organization allows for easier user management and improves search efficiency.

Common Example:

For example, you can enforce that all first names match the format "AA00000". This means that the first two characters must be letters and the last 5 characters must be numbers. In many cases, this format would be for enforcing having the employee's first name initial, last name initial, and then 5 digit employee id. See the screenshot belows:

This organization is configured to have an enforced first name format of 2 characters and then 5 numbers

When a new user is being created, their first name and last name must match the required format

When enforced, all user's names will follow the specified format

How to Configure Name Enforcement

Note: You must have Admin privileges in your organization to modify these settings.

Log in to your account and select Organization from the main navigation menu.
Go to Settings > Enforce User Name Format.
Choose your preferred naming structure for first name, last name, or both.
Click Save to apply the rule across your organization.

Note: The new name enforcement settings are not retroactive — only when editing and creating new users will the new name formats be enforced.