Merge Duplicate Users

Duplicate users with the role of applicant or with no role may be merged. For Grants Lifecycle Management sites, these users must also belong to the same organization in the site.

Common scenarios for merging users include: 

• After merging duplicate organizations, you might notice duplicate users (i.e. someone was entered as the Executive Officer during registration, and they later created their own account). 
• In an Scholarship Lifecycle Management site, an applicant might later create a new account with a different email address.

Merge Users

1. Click Search in the navigation bar, and then click Users. 
2. Enter the Search Criteria for the users you want to merge, and then click Search.
   • Do not select any roles in the search in case a duplicate exists without a role. 
3. Check the boxes next to the correct duplicates from the search results.
   • You may merge all of the duplicates that exist for this user at one time.
     
     
4. Click Batch Actions, and then click Merge.
   
   
5. Select the primary user that will be the only remaining user after merging, and then click Finish Merge.
   
   • The request history, documents, and comments of the non-primary users will be merged into the primary user's account. 
   • If there are discrepancies in contact information between the duplicates, the system will keep the information from the primary user.
   • If you need to remove a duplicate user before merging, click the red X for that user.
     
     
6. Type MERGE to confirm, and then click OK.