What Is An Alias?

What Is An Alias?


When processing transactions to perform a calculation, aliases are used to credit sales events to users or teams. Aliases can be user names, user emails, territory names, but also user or team IDs - if this is what your transactions contain. List all variants to ensure proper crediting (case-insensitive comparisons will be used for matching). 

Good to know:
  • Aliases defined on users allow transactions to be credited to them
  • Aliases defined on teams / territories allow transactions to be credited to them
  • When you add a user or team, default aliases are created

To learn more about the crediting engine, click here.
To learn more about how to view all aliases, click here.
To learn more about which aliases are automatically created, click here.

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      You cannot edit aliases. Instead, you have to delete the previous alias and add a new one.

    • How Can I Delete A User Alias?

      Here are the steps to delete user aliases: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The user ...

    • How Can I Delete A Team Alias?

      Here are the steps to delete a team aliases: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the "Aliases" tab (if needed) Hover over the alias row Click on the delete icon The team ...

    • How Can I Add A User Alias?

      Here are the steps to add a user alias: Login to your workspace On the left pane, click on "Users > All Users" Search for the user you want to edit Click on the user row Click on the "Aliases" tab (if needed) Click on "Add Aliases" in the top right ...

    • How Can I Add A Team Alias?

      Here are the steps to add a team alias: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team you want to edit Click on the team row Click on the "Aliases" tab (if needed) Click on "Add Aliases" in the top right ...