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Associate Display Name

You can easily manage an associate’s nickname and display name within their profile in Hera.

Updated over 2 months ago

How to Edit

  1. Open the associate’s profile.

  2. In the Personal Info section, click the ✏️ Edit icon (see screenshot below).

  3. You can type a nickname for the associate in the Nickname field.

  4. To customize the Hera Display Name, toggle the Override button to enable editing. Once enabled, you can freely update the display name to whatever you want. For example: My name is John Smith, but everyone calls me Larry.
    You can set the display name to John “Larry” Smith, or override it to simply Larry Smith.

  5. Click Update to save your changes.

Display Name Logic

  • If the nickname matches the initials of the associate’s first and last name, the nickname will be removed and the display name will default to the associate’s full name.

  • If the nickname does not match the initials, both the nickname and display name will remain unchanged.

  • When the Override for Hera Display Name option is turned on, the nickname and display name will remain as you set them—no automatic updates will occur.

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