Set the technician name for remote support

During remote support, octoja shows the connected technician's name on the customer's device, for example in the remote desktop consent prompt. On the Remote support page you use a name template to define how this name is built for every user — for example, only the first name and the initial of the last name.

Prerequisites

You must be a member of an administrator group.

Which name is shown

A single user can therefore differ from the template with their own display name, for example a team name.

Steps

1. Open Administration → Settings → Remote support.
2. Enter the template under Name template. Clicking one of the Variables appends it.
3. Check the Preview with your name: line. It shows the result for your own user; an error in the template appears there with its line and column.
4. Click Save.

To go back to the full name, clear the field and save. A template with an error cannot be saved.

Write the template

The template is written in Scriban, like custom check result texts, and can be up to 256 characters long. Repeated spaces and line breaks in the result are collapsed into a single space.

No other user details are available. Names that aren't set are empty. Wrap optional parts in an if block so that, for example, no lone full stop is left over.