The name display settings are located in:

Global settings → System

This feature allows you to configure which parts of employee names will be displayed:

• in the system interface
• in system-generated documents

This is useful for:

• companies from different countries
• internal formatting standards
• shortening long names in the interface
• improving usability and flexibility

Two independent settings blocks

The page contains two separate blocks:

• Displaying names in the system
• Displaying names in document headers

These settings work independently from each other.

For example:

• shortened names can be used in the interface
• while full names can be displayed in documents

Displaying names in the system

This block controls how employee names are displayed throughout the system interface.

The setting affects:

• projects
• tables
• warehouse
• comments
• messenger
• employee cards
• and other interface elements where user names are displayed

Available elements

The following name elements are available:

• Last name (full)
• Name (full)
• Middle name (full)
• Name (initial)
• Middle Name (initial)
• Login

Configuring display order

Elements can be:

• enabled or disabled
• reordered using drag-and-drop

The lower block displays the final display sequence.

Examples:

• Smith John
• Smith J.
• Smith John P.
• smith_admin

Restrictions

At least one name element must remain enabled.

For example, you can display:

• only the last name
• only the login
• or any other combination

Applying changes

After clicking Save:

• the settings are applied immediately for all users in the account
• re-login is not required

Displaying names in document headers

This block controls how names are displayed in system-generated documents.

The setting applies to documents generated by the system, including:

• quotations
• statements
• passes
• and other documents from the Print tab inside projects

Important:

• this setting does not affect custom user document templates

How it works

The same configuration options are available:

• selecting which parts of the name to display
• enabling/disabling elements
• changing their order

This allows you, for example:

• to use full names in documents
• while keeping shortened names inside the interface

Key concepts

Name, Employees, Global settings, System, Documents, Print, Interface, Login, Full name, Settings