External User Manager

Naming Convention

The naming convention feature is a new addition to the External User Manager. It enables administrators to establish consistent naming conventions for better organizing the requests.

The naming convention is applied to requests after approval. It will be displayed under the "Requests" tab, "Overview" tab, and "Externals" tab within MS Teams. 

To utilize this feature, administrator should navigate to the "Settings" menu and select the "Naming Convention" section under “Governance”. 

Within this section, administrators will find several elements displayed, including a preview, the display name pattern, and available options: UserPrincipalName and MailAlias. 

Administrators are expected to create their preferred naming convention by entering values into the "Display Name Pattern" input field.

Administrators have the flexibility to input custom values and/or select from various options, such as UserPrincipalName, MailAlias, or available metafields (of types: text and dropdown) when the onboarding process is enabled under Settings > Onboarding > General Settings.

The expected naming convention will be generated and displayed in the preview section for better visualization. 
Once the administrator is confident in the new naming convention, they can simply click on the "Save" button to apply their changes.

NOTE:

Metafields of types: text and dropdown can be utilized to create a naming convention only when the general onboarding feature is enabled. If the onboarding process is disabled, metafields will still be visible in the naming convention section, but they will be inactive and cannot be selected.

This completes the functionality of the ‘Naming Convention’ in the External User Manager.