Merge User

This article describes how to use theThe Merge Users tool allows administrators to combine two separate user profiles into a single, primary account. ThisIts functionprimary purpose is essentialto for maintainingmaintain a clean database by resolving duplicate profiles that may ariseresulting from user error, name changes, or other data discrepancies. This guidearticle is intended for OPSCOMOPS-COM administrators.administrators responsible for managing user accounts and system data integrity.

Setup &and Configuration

Before a user profile can be selected in the Merge Usersmerge tool, youit must ensuremeet itspecific meetscriteria. the following criteria within its profile settings:

• The user account must be Enabled.

• The user must have a User Type assigned.

If you cannot find a user when searching in the merge tool, first navigate to that user's profile to verify these two settings are correctly configured.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)User) to merge into a destination profile (TO User)User). The FROM User will be archived, and its data will be transferred to the TO User.

The Merge Process

1. GoHover toover User Management and click Merge Users.

2. TheReview page displaysthe two search sections:

   sections
   displayed
   • on

     the page. The profile on the left is the source account that will be merged and then archived (FROM User)User).

   • The profile on the right is the destination account that will remain active (TO User)User).

3. Use theEnter search fieldscriteria (such as name, email address, student number, or employee number) in both sections to locate the two user profiles. You can search by name, email address, student number, or employee number.

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

5. Click the Merge button to proceed.

6. AReview the confirmation screen will appear, showing which user will be merged into the other. To finalize the action, click Merge again.

7. AfterClick the processMerge isbutton complete,again ato confirmation message will appear atfinalize the bottom of the page.action.

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

What

Transferred HappensData toand Profile Status

When the Data?

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 datafollowing listeddata: below.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.User.

The following data is transferred from the FROM User to the TO User:

• Vehicles

• Violations

• Permits

• Lockers

• Items Awaiting Payment

Warning: 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.

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Best Practices &and Considerations

• Designate the profile with the most accurate core information as the TO UserUser. (the account on the right). While transactional data is transferred,automatically transferred during the process, the primary profile details (name,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 issuesissues., suchThis astool 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.