How to Merge User Accounts

1. Navigate to the Operate Menu Start from the main Dashboard. Locate the central tile labeled Operate Menu and click it.

2. Access People & Groups On the "Operate" page, look for the middle tile in the second row labeled People & Groups and click to open.

3. Select the Merge Tool In the People menu, click on the Merge People tile. This is located at the bottom center and is represented by an icon of two intersecting rings.

4. Search for the First Person You will be taken to the "Merge People View." Click the green button labeled Person Search.

5. Select the First Account An "Account Search" window will pop up. Locate the first instance of the user you wish to merge and click on their row to add them to the merge list.

6. Search for the Second Person Back on the main view, click the green Person Search button a second time.

7. Select the Duplicate Account In the "Account Search" window, locate the second instance of the user (the duplicate account) and click on their row. You will now see two entries listed in the merge view (labeled 1 and 2).

8. Confirm Contact Details The system will detect if there are conflicting details (like an email address). Verify that the correct email is selected under the prompt: "Which Email Address should be retained?"

9. Execute the Merge Once both accounts are listed and the correct email is verified, click the large green Merge People button at the bottom of the screen.

10. Verification The system will process the request. You should see a green success banner saying "People Merged" and be automatically redirected to the final, consolidated User Account profile.

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