Where can I see and edit username conventions for my constituents?

Username conventions are the format that user accounts are given for each security role. These conventions are set up using merge fields listed in this article. Depending on what role a person has at a school, you may want to set a username convention differently than other Veracross users. You can view/edit username conventions for constituents in the database from the Security Roles query on the System homepage. To change username conventions, you must have a Sys_Admin1 security role.

The Security Roles query on the System homepage. The Primary Username Convention and Secondary Username Convention fields are indicated.

To change a username convention:

  1. Double click into the Primary Username Convention or Secondary Username Convention field.
    • Primary Username Conventions are the default convention for user accounts created with each security role.
    • Secondary Username Conventions are used if the primary username convention creates a username that is already in use.
    • For most circumstances, you will only need to set a primary username convention. In cases where there is no secondary username convention set and a duplicate username is created, the system instead appends a number to the end of the username.
  2. Update the convention. Review the list of acceptable merge fields for usernames here.
  3. Select the Update Records button.