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Customize User Names and Avatars

Zuora

Customize User Names and Avatars

Insights supports custom names for users. If you want Insights to display names for users, you can set an attribute to be used for user names. Only one attribute at a time can be used for user names.

Insights also supports custom avatars for users. If you have a collection of user avatars that you would like Insights to display, you can set up an attribute to point to your user avatars.

Insights displays a user's avatar and name on the user's dashboard. For example:

Insights_User_Avatar.png

Your collection of user avatars could include company logos, industry symbols, persona images, health status indicators, and so on. Only one attribute at a time can point to your user avatars.

Set the Attribute Used for User Names

  1. From the Profile & Settings menu, select Settings.

  2. Click Manage User Attributes & Metrics.

    The User Attributes & Metrics page opens and lists the user attributes and metrics in your Insights tenant. See Manage User Attributes and Metrics for more information.

  3. Locate the attribute to use for user names.

    Only an attribute of data type Text can be used for user names.

  4. Click Edit in the Actions column.

  5. In the Display Settings field, select User name.

  6. Click Save.

Set the Attribute Used for User Avatars

  1. From the Profile & Settings menu, select Settings.

  2. Click Manage User Attributes & Metrics.

    The User Attributes & Metrics page opens and lists the user attributes and metrics in your Insights tenant. See Manage User Attributes and Metrics for more information.

  3. Locate the attribute to use for user avatars.

    Only an attribute of data type Text or Picklist can be used for user avatars.

  4. Click Edit in the Actions column.

  5. In the Display Settings field, select User avatar.

  6. In the Icon URL template field, enter the URL template of your user avatars.

    The string {{icon}} is a placeholder for the attribute value.

  7. Click Save.