Merging User Accounts

Posted about 5 years ago by Ryan Martinez

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Ryan Martinez

Would love to see account merging as a feature for site managers.

For example, some users may have a profile with their personal email, but volunteered as a team and gave their work email to the team leader, so the hours got logged on their work email, but not their account they signed up with.

Because of this, I needed to manually go in and add these "extra" accounts to the user group that these team members were within. This was the best workaround to log their hours, however, now some of the members have 2 accounts in the user group.

19 Votes

29 Comments

Shonie K. posted 11 months ago Admin

Hi Niki,

I can see that you wrote into support@galaxydigital.com and Ryan was able to help you merge accounts -- that's great!

If anyone else needs help with merging user accounts, please reach our to support for assistance.

Thanks, everyone!

Shonie

CX Specialist

she/her

0 Votes

Niki Lacktorin posted 11 months ago

Is there now a tool to merge accounts?

0 Votes

Ryan Rose posted about 1 year ago Admin

Hello Jennifer,

Thank you for taking the time to post!

I will be following up with you shortly by email to assist you in using this tool.

Please let us know in the email I will be sending you if you have any other questions!

All the best,

Ryan R.

Data Specialist

0 Votes

Jennifer Lathrop posted about 1 year ago

We are also looking to try and find a way to merge duplicate accounts. I have used multiple CRMs that have this option built in where it sorts and finds duplicates for you based on names, emails, and phone numbers.

This would be a great, and in my opinion, necessary feature to add.

1 Votes

Ryan Rose posted about 1 year ago Admin

Hello Anne,

Thank you for reaching out to us!

I will be following up with you shortly by email to assist you in using this tool.

Please let us know in the email I will be sending you if you have any other questions!

All the best,

Ryan R.

Data Specialist

0 Votes

Annie Noel posted about 1 year ago

Has this become a new feature yet? If not, I'd love info on how I can have some accounts merged. Thanks!

Annie

0 Votes

Maia Price posted almost 2 years ago Admin

Hi, Brad,

I hope all is well in your world!

I appreciate you adding to the forums and I will make sure to document your support. If you ever need assistance merging two user accounts, please don't hesitate to reach out to support@galaxydigital.com.

Best,

Maia Price

Get Connected by Galaxy Digital

0 Votes

Brad Schrade posted almost 2 years ago

I would love to see this become a reality. I end up just manually entering the things, but it would be nice to be able to merge 2 accounts by clicking a button, then reviewing what to keep from each.

0 Votes

Shonie K. posted almost 3 years ago Admin

Hi Karyn,

I totally understand that this can be more steps than desired when this is something you do often as part of your reoccurring data cleanup workflow.

I am going to start a ticket with you about this topic, be on the lookout for an email from me soon!

Thanks,

Shonie

CX Specialist

She / Her

0 Votes

Karyn Molines posted almost 3 years ago

Shonie,

It's great that Galaxy Staff can do this for us, but sometimes, it's a bit of a pain to send in a support ticket (copying and pasting account when a simple "Merge" function could take care of it when we're already doing maintenance of a user's account. Another website I manage allows us to Merge or Archive right from their profile.

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3 Votes

Shonie K. posted almost 3 years ago Admin

Hi Lacey and Holly,

Thanks for adding your voices here! Our support team is able to merge accounts for you on our end, you are always welcome to send in duplicate account IDs or emails. We would just need to know which account you would like to set up as the primary.

The chosen primary account would receive fanned, response, qualification, email, and hours data from the secondary account. The secondary account would then be set to "Inactive" and would be no longer accessible by the user.

If that sounds helpful, please email us at support@galaxydigital.com for next steps.

Thanks everyone!

Shonie

CX Specialist

She / Her

0 Votes

Holly Daniels posted almost 3 years ago

Hello! Being able to merge two accounts would be awesome! Our issue comes up more with users who volunteer infrequently and forget their account info, and instead of resetting the password, they just make a new account with a different email. On top of having multiple accounts, it makes it more difficult for them to check into a kiosk and also harder to communicate with them via email.

0 Votes

Lacey Peters posted almost 3 years ago

Has there been a solution for this issue? I have found this happens and the only way I have found is go in and add hours and then deactivate one account. It would be nice to have a one-click "merge" that automatically combines that information.

0 Votes

Eli Poulos posted about 4 years ago Admin

Hi Erica,

Thanks for reaching out!

I am going to reach out to you in a support ticket and help you come up with the best way to deal with the duplicate accounts. Looking forward to getting this sorted!

1 Votes

Erica Flora posted about 4 years ago

Hi Team! I am also wondering what the solution is for this? I have found about 10-15 duplicates of our 400 users- which isn’t bad, but wanted to catch how to handle this before we get to more than double those users in a week or so. :) If we delete a duplicate account- will it also delete any responses on a team that are connected to that email address? Don’t wanna shoot our selves in the foot.

1 Votes

Eli Poulos posted over 4 years ago Admin

Hi Timna!

There are a couple of ways to go about this, I'll send you a support ticket so that we can discuss the details!

0 Votes

Timna Guerchon posted over 4 years ago

Agreed! This is what we use our down time for in Dec and early Jan - Merging accounts!

0 Votes

Eli Poulos posted over 4 years ago Admin

Hi Karyn,

Thanks for reaching out!

I may be able to help you here, but I have a few questions. I'll send you a support ticket so we can discuss the specifics.

0 Votes

Karyn Molines posted over 4 years ago

The ability to merge accounts would be a great feature. Too often, users have different email addresses and will accidentally create new accounts.

1 Votes

Eli Poulos posted over 4 years ago Admin

Hi Bryan, it looks like you and Dave have a thread going about this, but I just wanted to make sure we were able to address any questions you had. Let me know if there is anything else I can help you with!

0 Votes

Brian Worrall posted almost 5 years ago

Any updates on this request? I was surprised the system doesn't allow for a basic function like merging records. We have users with both a personal and business email - as well as dupes under the same email.

0 Votes

Eli Poulos posted almost 5 years ago Admin

Hi Linda,

I have converted this topic into a help desk ticket so we can discuss your details more specifically. Thanks for reaching out!

0 Votes

Linda Schutt posted almost 5 years ago

I wanted to enter a new email that is tied to HARTH but wanted to forward it to my personal email.

0 Votes

Eli Poulos posted almost 5 years ago Admin

Hi Regina, I have converted this topic into a help desk ticket so we can discuss your details more specifically. Thanks for reaching out!

0 Votes

Regina Hendrickson posted about 5 years ago

I have a couple of volunteers who have two different accounts with the same email address and hours from two different years, is there a way I can transfer the hours from 2017 to the hours for 2018 ??

0 Votes