Use Employer Name in Public Links

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Step 1: Log in to your agent dashboard, then navigate to More > Global Settings, as shown in the screenshot below.

Step 2: Click the Clients tab from the available tabs.

Step 3: Click Client Name Settings to expand and view its details.

Step 4: Check the Use Employer Name as client Name in the Public Links checkbox to proceed. The system saves the setting automatically.

Configure public links to display the employer name instead of individual first and last names. This setting replaces name-based models with employer-based naming wherever public links are used, ensuring consistent and appropriate client identification.