A user account must be enabled and contain a user type to perform a merge. If the user is not showing on the merge report please go to that users profile and make sure they are enabled and have their user type selected.
To merge two or more users, hover over the User Management icon and click Merge Users.
Enter in a valid piece of identification information to search for the users in both fields.
Select the users on the left-hand side that you wish to merge into a single user account on the right-hand side.
Click the Merge button to complete the merge process.
A confirmation page will appear confirming the merge to the username selected. Click Merge to complete the process.
The screen will refresh to the main screen and a further confirmation of the merged user will appear at the bottom of the page.
What is merged and what is NOT?
When a merge is performed the important thing to understand is that the user you are merging TO should be the one with the most up to date or accurate information.
The tool uses a two-column window to facilitate this process.
The TO user will be in the right column. The information for the TO user will take precedence over the FROM user. The FROM user will appear in the left column.
Where information exists in the MERGE TO user it will remain in the profile post-merge.
If there are fields that have no information in the MERGE TO profile yet something exists in the FROM user, the merge will bring this information into the resulting single user profile
The merged items include
- Items awaiting Payment
IMPORTANT: The user selected in the left column will be archived. The user in the right column will remain in the database.
Finding User Merge Records
Once you have performed a user merge you should be able to see the merge record by going to the users profile that you merged to. On the Completed History for that user you will see this: