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Merge a user

  • November 16, 2023
  • 4 replies
  • 338 views

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Somehow we got a staff member added with two accounts. Is there an easy way to merge these accounts together in one? She has assets and tickets assigned to each one.

Best answer by Scott-CCS

If you pull up one of their accounts in the Actions Menu there should be an option for Merge User.  Select this and then you’ll get a screen that shows you the source user (to be deleted) and prompt you to search for and select the Target User.

You can then simulate the merge to ensure it won’t mess up anything before you complete the merge.

4 replies

Scott-CCS
Contributor
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  • Contributor
  • 16 replies
  • Answer
  • November 16, 2023

If you pull up one of their accounts in the Actions Menu there should be an option for Merge User.  Select this and then you’ll get a screen that shows you the source user (to be deleted) and prompt you to search for and select the Target User.

You can then simulate the merge to ensure it won’t mess up anything before you complete the merge.


Kathryn Carter
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  • Community Manager
  • 11027 replies
  • November 17, 2023

@DWallis 434c1d brooklyn Thank you for submitting your question to our community! 😄

As @Scott-CCS suggested that this will be the best way to merge those users. You can filter within the User Explorer by several user attributes:

 


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Is there anyway to merge multiple users with duplicate accounts?


Kathryn Carter
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  • Community Manager
  • 11027 replies
  • January 12, 2024

@KReynolds 3805719 nelson If you want to merge multiple users, please submit a ticket to support. They will be able to get that rolling for you. 😄