If you have multiple user records that belong to the same individual, it's easy to merge those records and set up a single primary record. This is helpful for instances where there might be a typo in the email address or just a matter of cleaning up duplicate records.
How to Merge User Records
To get started, you'll want to navigate to the People tab in your Organisation Dashboard.
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- At the top of the page, select Merge
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- A popup will appear, where you can select up to three user records. Within the search field, you can type in the name or the email address of the users you are hoping to merge. Once happy, click Next
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- In this next step, you'll be able to select the Primary Record. The primary record will be updated with any donations, recurring giving subscriptions, and order histories from the secondary records you are merging. Click Next to continue
- 4
- If there is any conflicting data, you'll have the opportunity to determine which record to take precedence. Once selected, click Continue
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- You'll be brought to a summary page that highlights the changes you are about to make
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- Click Yes, Merge to finalise the changes. The secondary user records will be deleted
🟢 Do note, Admin Users cannot be merged as this will affect your ability to login.
How to Update User Records
When a supporter signs up to your campaign, they create their account with their email and a password.
You can change the email address of a person by clicking on the "People" tab in the left sidebar. Search for the person, opening up their details. Click "Edit".
How to Create User Records
To manually create a new user record, navigate to the "People" tab and click on "New":
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