Set the Default User Name Format

During implementation, you specify the default format of user names for users in the default user category. The default format is used to automatically generate a user name for a user if you don't specify one when creating the user.

This topic describes how to specify the default format of user names and the formats that are available.

Specify the Format of User Names

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Applications Security Preferences

   The Administration page of the Security Console opens.

   Tip: You can navigate directly to the Security Console at any time by clicking Security Console from the Navigator.

2. Click the User Categories tab, then click the name of the default user category to open it.

3. Click Edit on the Details subtab.

4. In the User Name Generation Rule field, select one of the available user name formats.

   This table describes the available user name formats.

   Format Name	Description
   Email	The work email (or party email, for party users) is the user name. For example, the user name for [e-mail] is [e-mail]. To make duplicate names unique, a number is added. For example, [e-mail] may be used if [e-mail] and [e-mail] already exist. Email is the default format.
   FirstName.LastName	The user name is the user's first and last names separated by a single period. For example, the user name for John Frank Smith is john.smith. To make duplicate names unique, either the user's middle name or a random character is used. For example, John Smith's user name could be john.frank.smith or john.x.smith.
   FLastName	The user name is the user's last name prefixed with the initial of the user's first name. For example, the user name for John Smith is jsmith.
   Person or party number	The person or party number generated by the application is the user name. For example, if John Smith's party number is 100000000178803, then the user name is 100000000178803. Because user names generated from party or person numbers can be difficult to remember you might prefer not to select this option.

5. Enable or disable the option Generate system user name when generation rule fails. This option controls whether a system user name is generated if the user name rule fails. For example, a user name rule will fail if the default user name format is party number or email but these values aren't available when the user is created.

   • If the option is enabled, a system user name is generated by applying these options in the following order until a unique user name is defined:

     1. Email

     2. FirstName.LastName

     3. If only the last name is available, then a random character is prefixed to the last name.

   • If the option is disabled, then an error is raised if the user name can't be generated in the selected format.

6. Click Save and Close. Any changes take effect immediately.

Edit User Names

When creating users on the Create User page, you can enter user names in any format to override the default user names. You can also edit user names for individual users on the Edit User page.