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Guide to Merging User Accounts

Sometimes users create multiple accounts by mistake. When performing a User Merge, the data from one User is merged with the data from another User. This process handles the data in one of three distinct ways depending on the type of data involved.

This article applies to All editions.

How do I merge user accounts?

If you find that you have two user accounts for a single user you can choose to merge one into the other. The resulting action will remove User 1 from the system and all data in the Community or Projects will then belong to User 2.

From the Community Homepage:

  1. Search the user in the Knowledge Base search bar at the top right corner of your page.
  2. Click on the User.
  3. Click the Merge user account option under the User account actions within the User summary.
  4. Insert usernames for the Removed user and Remaining merged user fields to be merged.
  5. Click Preview change to verify the data on the following page then click Submit when satisfied.

You have successfully merged two user accounts into a single user account.


What happens to user data when accounts are merged?

For the purposes of this article, we will assume that the User account being Merged into another User account is the "From User" and the resulting User account from the Merge process is the "To User".

When performing a User Merge, the data from one User is merged with the data from another User. This process handles the data in one of three distinct ways depending on the type of data involved, as detailed below.

Merge

This is the most common way of handling data in the merge process. This takes the data from the From User and replaces it directly with the data from the To User. The vast majority of data merged between the two User accounts is handled this way, and some examples of this are:

  • User Comments
  • Forum Post Author
  • Sent Email
  • Distributed Values
  • Feedback Submitter
  • Wiki Participation

Blend

When merging, the data that can only be contained once per User is generally blended, meaning that the data from the To User is used unless it does not exist for that User, in which case the data for the From User is used instead. These are generally special cases, and some of the more common ones are:

  • Surveys
  • User Profiles
  • Notice Completion
  • Task Acceptance
  • Watched List

Remove

When merging, the data that can not properly be converted gets removed, both from the From User and the To User. This is the least common way of handling data in the merge process and applies to things that generally can not be maintained in the process. Some examples are:

  • User Configurations
  • User Settings
  • User Signup Association

 

Requirements

  • Manage users Role

Notes

  • This action is Irreversible and cannot be undone. Please be sure the merge is correct before finalizing.
  • This will be the typical solution to the user-facing error message "This Community only allows one account per email address."