There might be cases that a user's account has accidentally been created more than one time in the same academy. Users with the Merge Users permission can merge these accounts in order to have one unique account for each of your users.
Please note: this functionality is not available to all academies at this time! However, if you are interested in having it you can reach out to our super Support Team at support@schoox.com.
Before proceeding with the actions that you need to follow to merge two accounts it's important to note that the merging process takes into account only specific entities.
This process takes into account the following entities:
- Any course/lecture progress
- Course completion and certificates
- Exam/vignette attempts
- Curriculum progress
- Curricula completions and certificates
- Polls
- Events registration/attendance
- External IDs (optionally)
- Financial information
However, the process does not account for the following:
- Organizational structure data (Units, Above Units, Jobs). Only the main user's organizational structure is retained.
- On-the-Job Training attempts
- Group enrollments
- Leaderboard points
- Performance reviews
- SCORM registration IDs
In the left navigation, make sure you are in the Academy Workspace.
When in the Academy Workspace, select Academy Admin for all Academy Administration options.
Select Organization and then Manage Team Members.
After selecting the Manage Team Members page, you can use filters, the search bar, and sorting options to easily locate specific individuals.
By selecting the checkboxes next to one or more individuals, you can merge the selected accounts into a single profile.
After clicking the Merge button, a pop-up window will appear, as shown below.
Once you find the relevant users, click their names to quickly review their organizational structure.
If you need to change which user account to keep, hover over the desired team member and click Make primary. The accounts will then switch places.
The selected user will be added to the Primary team member field. This account will remain active in the academy, and its organizational structure will be retained.
Any additional user you select will automatically appear in the Team Members to Merge into Primary field.
At the bottom of this column, you can choose to merge the users’ External IDs into the primary account by selecting the corresponding checkbox.
Once you are sure of the users and the setup you have selected, click the Merge button to complete the process.
Please note
- When merging users, Badges & Credits don’t transfer to the Active user. Instead they remain under the merged/deactivated user.
- Course completions have the priority over and supersede incomplete coursework. If one account has completed a course but the second account has not completed the same course, the merged user will show that course as complete.
- Progress is compiled from all merged accounts. If a lecture was 75% complete in Account A's course, but only 25% of that same lecture was complete in Account B's course, the merged account would show 75% complete in that lecture.
- Merging two accounts is irreversible, so you must be extra careful when merging two users.
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