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We have a user who has two accounts and would like to merge them into a single account. Is this possible?

Evening @ZapierSteph ! :blush:

Unfortunately, that might be a bit of a problem, given that it would likely rely on this idea being implemented first: 

The best thing I can think of would be to recommend that the user decides which account to continue using, and which one to let go of. Technically, you could also ban the account they don’t want to keep as a security measure, or just revoke all the permissions so that it can’t do anything.

I’d recommend keeping the history of the account that the user lets go of intact though. If it does become possible to re-assign everything to another user later on, this could be a useful way to merge everything back into one account.

Other than directly fiddling with the database (which is risky!), that’d probably be the best option.


Hi @Blastoise186 - 

tacking on here, we’ve encountered a related problem.  In our case a partner user changed companies.  We have SSO and he is auto-locked out of his old account/credentials.  

In Control I see that we could theoretically edit his email address.  However, I don’t know that that would solve the problem with SSO.  Any thoughts there?  Thanks!

cc @dandre @mstruening @Dorothyt 


Heya @JKelley !

Hmm… Gotta be careful with this sort of thing! In theory, you might be able to fix this by updating the email address, as long as an account doesn’t already exist with the NEW email address. If it does, you may need to either change the email for that account and completely Anonymise it to get it out of the way.

After that, you can try to correct the email address and see what happens. Other than that, the best I can advise would be to leave things as they are, let the user create a new account and grant any appropriate roles/ranks etc to it.

The best approach heavily depends on circumstances. However, it may be more appropriate to give the user a fresh start and transfer as much as possible over to the new account - especially if the existing one was heavily linked to the previous company.

Let me see if @daniel.boon is around though. Just in case there’s an alternative fix.


Definitely curious if this can be done.  It’s actually quite common for our customers to move around and being able to tie their histories and keep them together would be very helpful.


….

After that, you can try to correct the email address and see what happens. Other than that, the best I can advise would be to leave things as they are, let the user create a new account and grant any appropriate roles/ranks etc to it.

The best approach heavily depends on circumstances. However, it may be more appropriate to give the user a fresh start and transfer as much as possible over to the new account - especially if the existing one was heavily linked to the previous company.

Let me see if @daniel.boon is around though. Just in case there’s an alternative fix.

 

Hi @Blastoise186 thanks for the quick reply.  As @mstruening noted, this is going to be a reasonably common occurrence for our members vs. an edge case, so it would be great to have your input on how to do this.  

When you say “transfer as much as possible over to the new account,” does this mean it is possible to move their content and gamification ranking/badges over to a new one?


No worries :)

I’m only a volunteer myself, so I can’t speak on behalf of inSided.

I don’t think you can re-assign content in this way, but you can definitely manually assign/grant roles, ranks and badges for the most part. Any automatic ones would trigger anyway once the new account qualifies for them.

Points can only be manually awarded via the API But it’s probably better to let the user rebuild their tally over time on the new account. I’m not sure whether total account transfers (or SSO repair!) like this are possible or easy to do. But hopefully we’ll find out soon. :)


We figured out how to do it.

We are using Open ID for SSO, and there is an identifier on each account. We swapped the ID from the new user, to the old user, and that allowed us to assume the old ‘profile’ even with new SSO credentials. You can’t have duplicates so just make sure you change the ID of the new account before copying it to the new one, else inSided will complain about duplicates.

 


All … pl Vote up this much needed feature to be able to Merge 2 users

 


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