This article explains how to perform a manual merge in the Manage User Access page when two accounts need to be combined. These secondary accounts are generally combined through a one-time merge process. But in some cases, the merge may not work, and when necessary, you may be able to perform a manual merge that forcibly combines two separate user accounts.
Availability: Use of the merge functionality will depend on your organization's system configuration:
- HCM configuration: Merge (and unmerge) options are not available to organizations with the HCM configuration. For those with an HCM configuration, please reach out to Support for assistance with duplicate records.
- Legacy configuration: Auto merge and manual merge (and the unmerge function) are available to organizations who do not have an HCM configuration. Please follow the instructions below or use the provided links to learn more.
Performing the Manual Merge
If you have the required setup, you can click the checkbox beside the two user names in question and select Compare & Merge 2 Users from the "Bulk Change Users" dropdown.
This action opens the first of two steps in the merge process.
Step 1: Compare Users
You will first reference a comparison of each user's account and application details. This information highlights each user's Frontline ID Username and user record (e.g. position, email, extension ID, etc.)
Review the information affiliated with each user and ensure you have selected accounts that coincide with the merge requirements. Once you are ready, click Continue. Otherwise, select Back to cancel the process and return to the Manage User Access page.
Step 2: Select Primary Details
To combine accounts, the system must retain one user and merge the other, and this second page prompts you to select which user you wish to "keep" in the application.
After a user is selected, you can then review how the account details will appear on your Manage User Access page.
Note how the system presents the user's Primary Details and current statuses within your organization's applications. The selected account should now reflect the collective data from both users.
Once you are finished, you can then click Apply Merge to complete the process.