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Configuring Custom Account ID's in Operate
Configuring Custom Account ID's in Operate

How to configure site specific account ID's

Stuart avatar
Written by Stuart
Updated over a week ago

Within Operate you can configure account ID's to always follow the same sequence which is a mixture of the first 3 letters of the account name and then numbers depending on the specified length.

Alternatively you can set up site specific account ID's, In order for this to work you first need to disable automatic account ID's, from under Settings > System Settings > Member Settings where you need to untick 'Auto Generate Accounts Id'.

Once you have completed this, you then need to add the following fields to your location page layout, this article explains the process if you are unsure how to do this.

  • Import File Tag

  • Next Account Id

Once added, go to Space > Locations and you can populate these fields for each location.

  • the import file tag is the prefix sequence you want to be used

  • the next account id is the sequential number you want to use

e.g to get an account ID of ALD100021 you would

  • add 'ALD' as the import file tag

  • add '100021' as the next account id

if your custom account IDs are no longer working, you can try the steps in this article to resolve it Custom Operate Account ID's Are No Longer Being Applied

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