Merging User Accounts

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

Hi Ryan, 


Thanks for posting! Does this wording of your request cover what you're hoping for?


Add the ability for a site manager to look up two different email addresses for the same user, choose a primary account to merge all related activity into. Any responses or hours related to the secondary account will now be associated with the primary account. 


Thanks!

Ali


6 people like this

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.


3 people like this

The secondary account would need to merge all responses, hours, groups, etc. to the primary account as well.


3 people like this

 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 person likes this

Hi Ryan,


Sorry about that, small typo! I've fixed it. It was supposed to say will now be associated, not will not be associated. 


Thanks,

Ali


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Yes, you got it Ali!


We're finding members of a team are giving their team leader a different email than the one associated with their existing profile.  Typically, this is their work email because the teams are coming from the same place of employment.


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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 person likes this

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


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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.

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

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

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

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. 

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


Annie

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. 

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