Account Creation & Management

Merge Accounts

The software allows you to merge accounts, making it easier to transfer users to the preferred account.

1. To merge accounts, go to the Accounts section in the Admin area and select Merge Accounts

2. Select the account you would like to merge into another in the Account drop-down list.

Group 1 (15)

3. Select the account you would like to merge into on the Other account drop-down list (this one should be marked as the primary account).

4. Click Continue to confirm the merge.

What Happens When I Merge Accounts?

The primary account gains all of the licenses of the secondary account in addition to its original licenses.
For example:
 
Primary Account A Account B
Transport

Food and Drink

 

Travel

 

Once Merged:

Primary Account A

Account B

Transport Part of Account A
Food and Drink  
Travel  

 

 

What's Next?

Download a List of all Accounts

How to Delete a User or Account