Choose the name customers see

During a Support session, a banner on the customer’s computer shows who is viewing their screen, for example Viewed by technician: Cody R. You decide how technicians are named there. Unattended Access sessions show no banner.

There are two levels:

• An instance default, which applies in every organization that does not choose its own.
• An optional organization override, if the instance allows organizations to choose.

Changes apply to live sessions right away.

If your plan does not include Tech name

The name settings are read-only and say Not included in your plan: Tech name. Customers see the default name. The banner then names technicians by first name and last initial, in every organization. See Understand your plan and its limits.

The naming options

Option	Example
First name and last initial (Cody R.)	The default
Full name (Cody Robinson)
Custom text	The same text for everyone, such as Technician or A technician

Names come from the first and last names on each user’s account. Blink never shows a technician’s email address. For the name options, you can also enter Text for technicians without a name (optional); if you leave it empty, Blink uses A technician.

Custom text can be up to 40 characters, must contain a letter or digit, can’t contain hidden or control characters, and can’t say that nobody is viewing. Blink removes such characters from users’ names too, so the banner can’t be faked.

Set the instance default

You need the Instance settings permission.

1. Open Instance › Settings.
2. Under Customer-facing technician name, choose an option under Show technicians as.
3. For Custom text, type the text or pick one of the quick choices.
4. Tick or clear Let organizations choose their own.
5. Check the preview, then select Save.

When Let organizations choose their own is off, every organization uses the instance setting. Their own choices are kept and come back if you turn it on again.

Set a name for one organization

You need the Edit organization permission in that organization.

1. Switch to the organization and open Organizations.
2. Under Name shown to customers, choose an option under Show technicians as. Choose Use instance default to follow the instance setting; the label shows what that currently is.
3. Check the preview, then select Save.

If the card says Set by the instance administrator., the instance does not let organizations choose their own name.