When a learner creates two accounts, EthosCE can merge the learner’s records into a selected account and delete or block the duplicate account. The merged learner then retains both learner’s enrollments and credit records.
Merging learners is a 2-step process.
- Select the accounts to merge.
- Select the data to merge.
If one of the accounts is blocked (active status = No), the account cannot be merged. Please unblock the account by editing the account and setting the Status from 'Blocked' to 'Active'.
To select the account to merge:
- Log in as a learner with site admin role.
- Look up the username of both accounts in the manage users page. These usernames are needed in later steps.
- Click the wrench to open the admin menu.
- Click “EthosCE Admin."
- Click "Merge users."
- Search for the account to remove by entering the account username into the "The name of the account you wish to remove" field.
- Search for the account to keep by entering the account username into the "The name of the account you wish to keep" field.
- Select an option in the "Action to perform on the account you wish to remove" field.
- "Block" will lock the account and prevent the account from being used.
- "Delete" will remove the account and is irreversible.
- Click "Review account data."
About the "Merge accounts: review account data" page
The data merge selection page organizes the learner's data into sections. Inside each section is a row describing the data.
In each row there are radio button options that allow for the selection of data to retain after the merge is complete. There are three options:
- Retain the data from the deleted learner
- Retain the data from the learner to be kept
- Merge the data and retain all data
To select the data to merge:
- Review the selections on the "Merge accounts: review account data" page.
- Click "Merge accounts."
- A confirmation message will appear, "USERNAME was successfully merged into USERNAME."