Hi there! 

Is it common to end up with duplicate users? 

It's not unusual, but it does take a human to fix it.

Why? 

People change jobs or contact info very frequently. It's just life. A common problem for having duplicate users, is people signing up on a site multiple times, which brings up the problem "I'm not receiving any emails" because most likely, it's going to the old email. 

How do I merge duplicate users? 

The process is pretty simple, and it's one that Tendenci team encourages your team to add to your Tendenci site maintenance to-do list, at least monthly or users will complain they "can't log in" and stuff. Please understand It's not you, it's not the software, it's the fact that people move around a lot.

So this is the easy way to fix it! 


Easy 3 step guide to learn how to merge similar users:

 

Step 1 

In your admin navigation menu, click over <Reports>Manage Users>Similar Users List>

Screenshot of Admin Reports to merge users

 

Step 2

Once you are on the Similar Users List page, you will notice (if applicable) a list of all similar users. You have the option to search for the silimar users you would like to merge. 

Note: Before continuing to the next step, for security reasons, the system will ask you to enter your password.

Similar User List Screenshot example  

 

Step 3

Identify the Master account or Primary Record and then click "Merge". 

Similar User List Screenshot

 

Step 4 - Confirmation

You will see a message that says "Successfully merge users..."

Now you can rest assured that invoices, articles, events, etc., are now associated and recorded with the master user record. 

Note: 

All associated records for both users are now associated with the master record. This will RADICALLY reduce your overhead time from people saying they can't log in or didn't get a discount, etc... 
 
IT IS AN AWESOME FUNCTIONALITY IN TENDENCI. But yes, initially it takes time to catch up. We encourage you to visit the "Similar Users List" page once a month and merge the two or three new duplicates. Makes life MUCH easier.
 
 
 
Thank You. 
 
PS - and don't forget, you can export ALL of your users at any time. So if you are worried about an incorrect merge, you have ALL of the data you need to fix anything you think is incorrect. In other words, you have an easy backup.
 

 

 

 

 

 

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