Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Merge Users from the Duplicate User Report

  • Updated:

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

 

 

Important Note

  • Only documents associated with the user you choose to keep will be available within the new merged account. However, any documents that were associated with the account that were not kept still exist in the system. These documents can be accessed within the account that was not kept by unmerging the accounts. 

 

Instructions

  1. Log in to Recreation Management 
  2. Access the Duplicate User Report
  3. Choose the Criteria to apply from the report 
    criteria
     
    • First Name: First name duplicates
    • Last Name: Last name duplicates
    • DOB: Date of birth duplicates
    • Phone: Phone duplicates
    • Email: Email duplicates
  4. Click Apply
    apply
  5. View duplicates; click Merge next to the user you want to merge
    merge
  6. In the pop-up window, in the Retain this Account? column select which account to keep. 
    retain account
    Note: The account you Retain will remain existing. The other account(s) will merge into that account.
  7. Click Merge Users
    merge users
  8. Respond OK to the Merge Successful pop-up
     

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • David McPherson

    Is there an easier way to merge accounts than line by line or maybe a mass merge? For the larger entities that use your program and having over 1600-2000 duplicate users, this is quite tedious. 

    1

Please sign in to leave a comment.