Merge Users from the Duplicate User Report

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 was 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. Click the Reports menu option:
   

3. Locate and select the Duplicate User Report

4. Choose the Criteria to apply from the report:

   • First Name: First name duplicates

   • Last Name: Last name duplicates

   • DOB: Date of birth duplicates

   • Phone: Phone duplicates

   • Email: Email duplicates

5. Click Apply:

6. View duplicates; click Merge next to the user you want to merge:

7. In the pop-up window, in the Retain this Account? column, select which account to keep:

   Note:

   The account you retain will remain existing. The other account or accounts will merge into that account.

8. Click Merge Users:

9. Respond OK to the Merge Successful pop-up window