Changing a username in CallHippo may be necessary for various reasons, such as reflecting a legal name change, correcting typographical errors, or aligning with company naming conventions.
To change your username in CallHippo, follow these steps:
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Log In to Your Account:
Navigate to the CallHippo Web Dashboard and enter your credentials to access your account.
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Access User & Performance Settings from the left side menu.
Once logged in, click on the Settings icon of the user whose name you wish to change.
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Edit Username:
In the User Details section of the User account, look for the "First and Last name" field.
Click on the "Edit" button next to your current username.
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Enter New Username:
Input your desired new First and last name in the provided field. Ensure it does not have any numeric value in that field
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Save Changes:
After entering the new username, click "Save" to apply the changes.
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Confirmation:
You may receive a confirmation message indicating that your username has been successfully updated.
Likewise, you can edit the e-mail ID of a user and add a new e-mail id.
The other change that you can do as an Admin is to add the reporting for the user and make it as per your need.
Note: If you encounter any issues during this process or if the option to change your username is not available, you can write to us at [email protected]
Frequently Asked Questions about Changing Usernames in CallHippo:
Why can't I change a user's name in CallHippo?
There could be restrictions based on user roles or permissions. Ensure you have the necessary administrative rights to make such changes.
Will changing a username affect call logs or data associated with the user?
Typically, changing a username should not affect historical data.
Is there a limit to how often I can change a username?
No there is as such no limit to changing the username.
Can I revert to a previous username after making a change?
Reverting to a previous username may be possible.
Are there any formatting requirements for usernames in CallHippo?
Yes, it should only include text in the field, Numeric numbers are not allowed and the name should not be less than 3 characters.