Merging User Accounts (Members)
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In any organizational system, duplicate user accounts can lead to fragmented data and administrative inefficiencies. To maintain a clean and unified user database, administrators can use the Merge Users feature to consolidate two accounts into one. This process ensures that all relevant data—such as invoices, subscriptions, event participation, and roles—is transferred seamlessly from the source account to the target account. This guide walks you through the steps to safely and effectively merge user accounts using the admin dashboard.
Merging is a permanent action that consolidates all data from a source account into a target account. Use this feature to clean up duplicates or unify user histories.
Access the Merge Tool:
Dashboard > Admin Settings > Merge Users
Go to the Admin Settings section via the left sidebar.
Use the search bar to type "merge".
Select Merge Users from the available options.
In the Merge Users interface:
From User (will be deactivated): Select the account to be merged and deactivated.
To User (data will be transferred here): Select the target account that will retain all data.
A warning will appear:
"!!WARNING!! By clicking the next button you understand that this step cannot be undone."
After the merge:
Merging user accounts is a powerful tool for maintaining data integrity and streamlining user management. By following this guide, administrators can confidently consolidate duplicate profiles while preserving all essential user information. Always double-check account details before confirming a merge, as this action is irreversible. For ongoing account maintenance, consider periodically reviewing your member list for potential duplicates.