There are two places where names can be adjusted in the Find Your Ally appointment portal:

counter_1 Profile Name

• The First Name and Last Name on the Profile are not visible to the public. The names in the profile are affiliated with logging into the system and the account.

  • For Caseworkers, the First Name and Last Name designated in the Profile area determines the name that the system calls you for your account. This name is displayed on the top right of the screen when you are logged in.

    

  • For Provider Administrators, the First Name and Last Name in the Profile area is also displayed in the list of Provider Administrators for each Location.

counter_2 Caseworker Display Name

• For Caseworkers, the name entered into the Name field on the Caseworker edit screen will be displayed to clients during booking (if enabled for the Location) and on the auotmated email communications from the system.

 Instructions

Change Profile Name

1. Navigate to the Profile through the left hand menu or after clicking on the icon on the top right corner of the page.

2. Change the name fields as preferred (First Name, Last Name, Nickname, Display name publicly as).

   • the Display name publicly as field is not public in the Find Your Ally appointment portal. It only determines what name is displayed in the top right corner of the screen when you are logged in.

3. Click on Update Profile to save settings.

Change Display Name for a Caseworker

1. Navigate to the Caseworker Edit Screen

   • As a Caseworker, navigate to your Availability.

   • As a Provider Administrator, navigate to the Caseworker list through the left-hand menu and then click to enter the specific Caseworker Edit Screen.

     

Type the changes to the display name.

2. Click on Update to save settings.

Video

Here's a short video that walks through how to change the Profile Name and the Caseworker display name.