People > Merge User Accounts

 Merge User Accounts

A User in ePayTrak is any customer or internal administrative person. You can access ePayTrak User profiles from the Menu drop-down, People > Users. Some Users have created multiple accounts with different e-mail addresses. This can create some confusion so we added a feature that will help eliminate the duplicate accounts.

I executed a search by Stuart in the Last Name search window as seen below, and two accounts for that user appear, only a difference in e-mail addresses exists.

View the User Account

Click the blue Edit button to open up a user account. The screen shots below show the profile of the account of astuart3@edutrak.com. Cindy is the participant and below that is some of the Order History.

Below is the profile information from astuart4@edutrak.com. Note there is a different participant from the other account. Only Melinda is listed in astuart4@edutrak.com, while Cindy is listed under astuart3@edutrak.com.

Merge User Accounts

Next, we are going to merge the two accounts. You must select which account you which to keep, that will be the Master account.  Go to Users > Merger User Accounts to get the window below. In this case, I used astuart3@edutrak.com as the Master.

Click the 'Get Users' button and you will see the following screen.

The accounts aren't merged yet, but it shows the total number of orders for each user account.  To merge the two user accounts, click 'Merge Accounts'.

The two accounts have been successfully merged as the note in red suggests.  I opened the user account for astuart3@edutrak.com because that was the Master account.

You'll notice that the Participants are now combined.  Also, note order #125 which was an order under the account of astuart4@edutrak.com, but now the orders have been merged as well as the participants.  It didn't remove the second user account of astuart4@edutrak.com, but note the orders and participants shown below.  There are none!  They were merged to the master account.

The Credit Card information did NOT merge together by design.  You can remove the second user account if you wish.

You now have merged two user accounts!

Related Topics:

• User Groups - How to add a User to a User Group.

• Entering User Credit Card Information - Removing and entering Customer Credit Cards.

• How to Create a New Order - How to place an order for a User from the admin side.

• Creating User Accounts - How to create User Accounts from a Student Account.  New feature!

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