Skip to main content

Merge User

The Merge Users tool allows administrators to combine two separate user profiles into a single, primary account. Its primary purpose is to maintain a clean database by resolving duplicate profiles resulting from user error, name changes, or other data discrepancies. This article is intended for OPS-COM administrators responsible for managing user accounts and system data integrity.

Setup and Configuration

Before a user profile can be selected in the merge tool, it must meet specific criteria. If you cannot find a user when searching in the merge tool, first navigate to that user's profile to verify these settings.

Admin Side: Administrators must ensure the target user profiles meet the following conditions:

  1. Ensure the user account is actively enabled.

  2. Ensure the user has a specific User Type assigned to their profile.

User Side: End-users do not have the ability to merge accounts. This is strictly an administrative function.

Using this Feature

The merge process involves selecting a source profile (FROM User) to merge into a destination profile (TO User).

The Merge Process

  1. Hover over User Management and click Merge Users.

  2. Review the two search sections displayed on the page. The profile on the left is the source account that will be merged and then archived (FROM User). The profile on the right is the destination account that will remain active (TO User).

  3. Enter search criteria (such as name, email address, student number, or employee number) in both sections to locate the two user profiles.

  4. Select the correct user profile from the search results in each section.

  5. Click the Merge button to proceed.

  6. Review the confirmation screen showing which user will be merged into the other.

  7. Click the Merge button again to finalize the action.

Data is only transferred from the FROM User if a corresponding record does not already exist on the TO User. The merge tool does not overwrite or duplicate existing records on the destination profile.

Transferred Data and Profile Status

When the merge is successfully completed, the following actions occur:

  • The FROM User (left column) profile is permanently archived and is no longer accessible.

  • The TO User (right column) profile remains active and inherits the following data: Vehicles, Violations, Permits, Lockers, and Items Awaiting Payment.

  • A record of the merge is logged in the Completed History section on the profile of the TO User.

The merge process is irreversible and results in the permanent archival of the FROM User profile. Always double-check that you have selected the correct source and destination accounts before finalizing the merge.

Best Practices and Considerations

  • Designate the profile with the most accurate core information as the TO User. While transactional data is automatically transferred during the process, the primary profile details (such as name and contact information) of the TO User are what the final, merged profile will permanently retain.

  • Use this tool to proactively resolve common data integrity issues. This tool is highly effective for consolidating records when a user accidentally creates a second profile, changes their legal name and creates a new account, or when an admin-created profile needs to be officially consolidated with a user-created one.

Back to top