The "Options" dropdown on the Manage User Access page helps you review how the system displays the users' data, and it provides a means to make any necessary adjustments via a bulk merge process.
This "merge" specifically applies to instances where some names are repeated within the list of users (as seen in the image below).
Download User CSV
To begin to review your users, click Download User CSV from the "Options" dropdown.
This will download an Excel spreadsheet that shows the current identifiers for each user in the list.
In this example, you may notice that Luke Adams does not have an email registered in the system for one application or an external ID. A missing credential such as an email could cause a repeat instance.)
Review this list to find any missing information and return to the proper application to input the needed identifiers within that user's profile.
Download Merge Preview
When finished, click Download Merge Preview from the "Options" dropdown. This second option provides the same file with those same columns, but it shows theoretically how that data will merge if you run it.
Review the updated list, correct any mistakes in the proper application, re-run the option, and review once more, if needed.
Bulk Merge Users
When you make the necessary adjustments, click Bulk Merge Users as a final step to run/merge the data and complete the process.
*Once an initial merge is complete, you can contact the Frontline Support team to configure your system to automatically merge new users as they are added!
With a proper user list in place, you can begin to review your list and perform any desired adjustments to the application access page.