This guide helps you merge duplicate user accounts so that all training records sit under a single profile. Merging ensures accuracy in reporting and prevents confusion when users appear more than once in your system.
What this feature does
Merging two accounts moves all training records from one profile into another. Once complete, you can archive and delete the duplicate account, ensuring the user has only one active profile going forward.
How to merge user accounts
You can merge accounts directly within your Management Console.
Select Management Console at the top of your homepage
Select User Management from the right-hand-side menu and search the relavent accounts
Ensure both users are added to your selection
Select Merge user accounts from the right-hand-side menu highlighted in red
Choose the account you want to keep by selecting the radio button next to it
You will see first name, last name, username, user ID, and status to help you select correctly
Select Merge to continue
Review the merge preview, which shows the activities that will be updated or added
If you are happy to proceed, select Merge Training Records
Confirm the pop‑up asking whether you are sure you want to merge these records
Once processed, a confirmation message will appear
Managing the duplicate account
After merging, the duplicate user may remain in the system without any associated training records.
Search for the account that now shows no training history
Archive and delete this account to complete the clean‑up
Tips and troubleshooting
Double‑check you are merging into the correct account, especially when users have similar names
Use the user ID as the most reliable identifier before confirming the merge
If the merge option is not visible, confirm that you have selected the appropriate number of users
Limitations
Once a merge is complete, it cannot be undone
Training records transfer, but profile attributes may still need updating manually
The merge tool only works when two accounts are selected
Conclusion
You now know how to merge duplicate accounts and keep your user records clear and accurate. If you need further help, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].