Merging Member Accounts

So what happens when we have that super excited person that just wants to create multiple accounts for themselves?  Well, unfortunately it does happen and we certainly can’t stop that over excited person but thankfully you can merge their accounts when that does happen.  ServiceReef offers a merge account tool that easily walks you through the process of merging two member accounts into one primary account. 

The first step that you'll want to do is search for the particular members accounts. Below, we have found that this member has two accounts associated with their name. Go ahead and click on "Member Details" for each account to see if you can determine which account the member is actually using. If the member used different usernames or passwords, you can reach out to the member to see which account they are wanting to use. If the member used the same username and password to create the accounts you can see other details once you've clicked on "Member Details" such as their address, opportunities they are registered for, donations they've received, forms they've completed, etc. Once you've established which profile the member is using can click "Merge Users" at the top right of the page.

Once you've clicked on "Merge Users" you'll see the page below.  You will see the members accounts, their email addresses they used, username, date joined, and their last trip registered for. For this particular member, they had used the same information for each profile but were using only the bottom account once it was created. You will then select the members you want to merge on the left (select all members profiles you are wanting to merge) and then click on "Step 2: Select Primary User". 

Once you've clicked on "Step 2: Select Primary User" you will be asked to select the primary user on the page below. You will go ahead and make the selection on the left for which member profile is the one that will be made the primary user. Select "Review Selection" after you've selected the correct profile. 

Once you've clicked "Review Selection" you'll be taken to the final step to review and merge users.