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Merge Users from the Duplicate User Report

Overview 

This article will show you how to merge user accounts straight from the Duplicate User Report

Instructions

  1. Access the Duplicate User Report
  2. Apply Criteria
    criteria.png
    • First Name: First name duplicates
    • Last Name: Last name duplicates
    • DOB: Date of birth duplicates
    • Phone: Phone duplicates
    • Email: Email duplicates
  3. Click Apply
    Apply_criteria.png
  4. View duplicates; click Merge next to the user you want to merge
    merge.png
  5. In the pop-up window, scroll to the right side and select which account to Retain
    retain.png
    • Note: The account you Retain will remain existing. The other account(s) will merge into that account.
  6. Click Merge Users
    merge_users.png
  7. Respond OK to the Merge Successful pop-up
    ok_merge.png



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