[Solved] How do I change my Username?

How do I change my Username?

Your Username is automatically generated from the email address used when your user account was first created and cannot be changed.

While you can update your email address at any time (Setup > My Details), doing so will create a mismatch between your Username and email address. Some users may find this undesirable.

Recommended solution

If you require a different Username, ask your Primary Contact to create a new user account using the correct email address and then delete your old account. The email address used for the new account will become your new Username.

Instructions (Primary Contact only)

1. Log in and navigate to Setup > Users > Add New User.
2. Create the new user account using the updated email address.
   • Note: The email address entered will become the user’s Username.
   • If you are creating a replacement account for yourself (as Primary Contact), ensure the new user’s Financial User-Type is set to MANAGER.
3. Ask your user to log in and confirm the new account is working correctly.
4. Once confirmed, delete the old user account for security purposes.
   • This will also free up one of your maximum user allocations.

Additional steps when replacing your own Primary Contact account

1. Log in using your old user account.
2. Set the new user as Primary Contact
   (Setup > Users > open the new user account > Set as Primary Contact).
3. Sign out and log back in using the new account (now the Primary Contact).
4. Delete the old user account.