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Shortname settings

How to set up automatically created shortnames

Chris Jones avatar
Written by Chris Jones
Updated this week

All profiles on HosPortal have:

  1. a title (eg. Dr, Ms)

  2. a first name

  3. a last name

  4. a short name

The shortname is an abbreviation for a user, that:

  1. may help to differentiate two people with the same or similar name, or represent a "familiar" name

  2. be shorter and take up less space on a roster, or a similar amount of space for each user, no matter the length of their first or last name,

  3. is UNIQUE to each site, so there cannot be confusion between different users

The short name is unique to a site, and can literally be anything, though typically it will be "generated" from a user's firstname and lastname. The default on HosPortal without any other settings is the lastname followed by the first initial.

Example: Jennifer Kildare -> KildareJ

When a user is added, this shortname is generated, unless there already exists a shortname matching this on the site, in which case further letters will be added.

If your site uses a different "pattern", you can create your own.

For example, some sites use the first 3 letters of the lastname followed by the first letter of the last name, all capitals.

Jennifer Kildare -> KILJ

How to create a shortname setting

You can find "short name settings" on the admin page of HosPortal

Creating a shortname setting consists of a pattern made up of 3 components:

  1. a firstname pattern

  2. an optional connector pattern

  3. a lastname pattern

Firstname patterns can be

  • First (the whole of the firstname, capitalized)

  • first (the whole of the firsname, lowercase)

  • FIRST (the whole of the firstname, all caps)

  • f (the first letter of the firstname, lowercase; if more than one, you get more than one letter of the first name)

  • F (first letter of the firstname, uppercase)

Lastname patterns can be

  • Last

  • last

  • LAST

  • l

  • L

Connectors can be:

  • . (dot)

  • - (dash)

  • _ (underscore

To build a pattern, you can put any number of these in any order.

So the HosPortal default pattern is:

  • LastF

The 4-letter pattern above is:

  • LLLF

If you wanted the first 4 letters of the last name, a dash, and the first two letters of the first name, in upper case, you would use:

  • LLLL-FF -> KILD-JE

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