Username Policy

The account Username Policy determines how to create usernames for all guest accounts. You can Clone the username policy to reuse configurations.

1. Navigate to Policy Settings > Username Policy and click Standard Accounts tab. All generated usernames are prefixed with any text/number entered as the Username Prefix.
   
   
2. Create accounts based on any of the following user name policy criteria.
   
   • Email address as username - You can specify the email address as username, if an overlapping account with the same email address exists, a random number is added to the end of the email address to make the username unique. Overlapping accounts are accounts that have the same email address and are valid for the same period of time. With the Create Username With Case option, you can determine the case of the username created by the sponsor.
     • Case entered by sponsor - The username remains in the same case set by the sponsor.
     • Uppercase - The username is forced into uppercase after it is set by the sponsor.
     • Lowercase - The username is forced into lowercase after it is set by the sponsor.
   • Create username based on first and last names - Create a username based on combining the first and last names of the user. You can set a Minimum username length for this username from 1 to 20 characters (default is 8). Usernames shorter than the minimum length are padded up to the minimum specified length with a random number. The Create Username with separator option allows you to create usernames using some keyboard separators (_|-|,|:|.). With the Create Username With Case option, you can determine the case of the username created by the sponsor.
     • Case entered by sponsor - The username remains in the same case set by the sponsor.
     • Uppercase - The username is forced into uppercase after it is set by the sponsor.
     • Lowercase - The username is forced into lowercase after it is set by the sponsor.
   • Create random username - You can create a random username with a combination of alphabetic, numeric, and special characters. Insert the characters permissible in the randomly generated username and select the allowed number to use from each set of characters. You can determine the alphabetic, numeric, and other characters to include in the username.
     • Alphabetic characters to include - The permissible alphabetic characters that the username can include.
     • Number to include - The maximum number of alphabetic characters allowed in a username. The limit is 20 characters.
     • Numeric characters to include - The permissible numeric characters (numbers) that the username can include.
     • Number to include - The maximum number of numeric characters allowed in a username. The limit is 20 characters.
     • Other characters to include - The permissible other (special) characters that the username can include
     • Number to include - The maximum number of other characters allowed in a username. The limit is 20 characters.
   • Create username based on the above prefix followed by a sequential number - You can create username with the specified username prefix (Username Prefix) followed by a randomly generated sequential number.
   • Guest specified username - You can allow a guest specified username, that is, guests can create a username at account creation. Select the Minimum username length the guest must use; the permissible minimum length is 20.

   • Phone number as username - You can allow the guest to use their phone number as the username.