A user's display name and email address are often the first identifiers that colleagues, partners, and customers see. Maintaining a consistent format across the organization helps reinforce a professional identity and avoids the confusion that comes from mixed naming conventions.

What are the Preferred Display Name and Email Address formats? 

Admins can choose whether names are displayed as first name, last name or last name, first name, and set the default structure for auto-generating email addresses.

For example, Patricia Boyle → patricia.boyle@zylkertraining.com.

The chosen email format is also applied automatically when user details are imported and the user name field isn't specified, as long as the First Name and Last Name fields are provided.

 Key use cases 

• Standardizing user identity: Ensure every user across the organization follows the same display name convention, creating a uniform look across the directory and communication tools.

• Efficient onboarding: Auto-generate email addresses for new users in the chosen format without admins having to manually create each one.

• Bulk imports made easier: When importing users via CSV, addresses are automatically created in the preferred format if the user name field is left blank, reducing inconsistencies.

• Aligning with regional or cultural preferences: Choose a name order (last name first vs. first name first) that reflects regional norms or internal style guides.

• Brand and professional consistency: Maintain a clean, predictable email format that strengthens the organization's external communication identity.

 Why it matters for admins 

• Centralized control: Set the preferred formats once from the Organization Settings, and they will apply consistently across new user creation and imports.

• Reduced manual effort: Eliminates the need to format each user's Display Name or Email Address individually during onboarding or bulk imports.

• Fewer errors and inconsistencies: A standardized format prevents typos, mismatched conventions, and duplicated entries.

• Professional uniformity: Helps reinforce a consistent organizational identity in user directories, emails, and external communication.