Managing preferred names

Using Banno People, you can add and edit preferred names for end users.

A preferred name appears throughout an end user's apps and lets you know how they prefer to be addressed when communicating with them.
CAUTION:
For Banno Business, we strongly recommend against adding or using a preferred name for members of an organization because the preferred name creates inconsistencies between User management and Conversations.
  1. Search for and select an end user's profile in Banno People.
  2. On the end user's Overview screen, select the appropriate option.
    Situation Steps
    Add a preferred name
    1. Select ellipses > Add preferred name next to the end user's name.
    2. Type the preferred name.
    Edit a preferred name
    1. Select ellipses > Edit preferred name.
    2. Edit the preferred name as needed.
    Delete a preferred name
    1. Select ellipses > Edit preferred name.
    2. Select Delete.
  3. Select Save.
A confirmation message appears.
Parent topic: Users