User name instead of email

kahuja Expensify Customer Posts: 8 Expensify Newcomer

How can I switch to a user name that is not an email?


  • Julia
    Julia Expensify Customer Posts: 164 Expensify Pro

    If this is for login purposes, I think the user name has to be an email by default.

    If you are looking into the user names for things like report titles or CSV exports, It depends on what you'd like the user name to be. If it's something besides their email handle, you could use the Custom Field 1 or Custom Field 2 options in the people portion of the admin side. Then you could add the following formula string to populate it on the report field or as a CSV export field:

    {report:submit:from:customfield1} (or customfield2 if that's where you have the other name)

    If you'd like to to have just their email handle as the user instead of the full email, you could shorten it with this formula:

  • tylerzoll
    tylerzoll Approved! Accountant Posts: 430 Expensify Champion

    @Julia @Sheena Trepanier I've answered lots of questions relating to the people page in Expensify over the last week. There may need to be some rethinking on how this page works. I don't think that most people know that it exists and it could be much more useful.