Merging User Accounts
Eli Poulos
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!
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.
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.
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
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.
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
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.
Maia Price
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
Has this become a new feature yet? If not, I'd love info on how I can have some accounts merged. Thanks!
Annie
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
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.
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
Is there now a tool to merge accounts?
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
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 people like this idea