Merging User Accounts

Overview

If you have an instance of duplicate user accounts for a person, you can use the option 'Merge People' in People Management to ensure they only have one user account.

Generally this is used to merge duplicate user accounts with the same role type, student/student, parent/parent or staff/staff but if needed, can be used to merge duplicate user accounts that have different role types i.e. a parent account into a staff account.

Permissions

To merge user accounts, you will require the UserRecordsAdmin permission.

For details on assigning permissions in Compass, please refer to the 'Permissions' article from our Knowledge Base.

Merging Accounts

Go to People Management under the Organisation menu (grid icon).

Use the filter options to locate the two accounts for the user and tick to select them.

Click 'Actions' and choose 'Merge People'.

This will open a pop-up screen showing the two user accounts you selected.

You need to choose which account you want to retain for the user (the other user account will be merged into your chosen account).  To do this click the applicable circle for you target person (the account you want to retain for the user).

Example: In the below image, the Username CLAR1 is the selected target person, this means that the SLAR1 user account will be merged into the CLAR1 user account in the process.  The person will then only have the CLAR1 user account in Compass.

Add in your email address so that you can be notified when the merge process has completed successfully or if there is an issue.

Click 'Merge'.

You will then see a warning notification of the implications of proceeding, and you can type 'CONFIRM' to proceed or click 'Cancel' to not proceed.

     

If you have not received an email and/or the accounts are not showing as merged in People Management after 24 hours, please contact our Support Team for assistance.

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