[Solved] How do I change my Username?

How do I change my Username?

Your Username is generated from the email address entered when your User account was first created. This cannot be changed.

Although you can't change your Username, you can change your email address at any time (Setup > My Details). This will, however, lead to an inconsistency between your Username and email address which some Users will find unacceptable.

The good news is you can ask your Primary Contact to create a new User account for you with the required Username, and delete your old account.

Instructions (Primary Contact only)

• Login and go to Setup > Users > Add New User
• Create the new User account with their updated email address > Remember, this email address will become their new Username. (NB - If you are changing your own Primary Contact User account make sure you set your new User's Financial User-Type to "MANAGER")
• Once your User (or you) has successfully tested and logged in with their new account, you should now delete the old User account for security purposes. This also frees up one of your Max User counts.
• Importantly - if you are adding a new Primary Contact User account for yourself, login with your old User account and set your new User as Primary Contact (Setup > Users > open User account > click "Set as Primary Contact" button). Then, sign-out and log back in with your new User account (now the Primary Contact) and delete your old User account.