Merge User
Quick Steps:
- Hover over User Management and click Merge Users.
- Search for users by entering identification info.
- Select users on the left to merge into the right.
- Click Merge to start the process.
- Confirm the merge on the next screen by clicking Merge again.
- Review the confirmation at the bottom of the page after the merge completes.
Step-by-Step Instructions:
- Prerequisites: ensure the user account is enabled. Check that the user has a user type selected. If the user doesn't show up in the merge report, visit the user's profile to confirm these settings.
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Access the Merge Users Tool: Hover over the User Management icon.
- Click on Merge Users.
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Search for Users:
- Enter a valid identification detail (e.g.,
username,fullemail)or partial User name, Last name, Email address, Student number or Employee number) in both search fields to locate the users.
- Enter a valid identification detail (e.g.,
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Select Users to Merge:
- On the left side, select the users you want to merge into the user on the right side.
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Initiate the Merge:
- Click the Merge button to begin the merge process.
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Confirm the Merge:
- A confirmation page will pop up showing the username to merge into.
- Click Merge again to finalize.
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Final Confirmation:
- The screen will refresh to the main page.
- A confirmation message will appear at the bottom, confirming the merge.
What Happens After a Merge?
- TO User (Right Column): The user profile on the right will remain active with updated information.
- FROM User (Left Column): The user profile on the left will be archived.
- Transferred Data: Data from the FROM User (left column) that doesn't exist in the TO User (right column) will be transferred to the TO User.
- Merged data includes:
- Vehicles
- Violations
- Permits
- Lockers
- Items awaiting payment
- Merged data includes:
Important Notes:
- Ensure the TO User profile contains the most accurate or up-to-date information before merging.
- After the merge, you can find the merge record by viewing the Completed History on the profile of the TO User.