Merging/Deleting User Records
Merging User Records
Navigate to your name in the top-right corner and click Admin.
In the Tools and Scripts section under Maintenance Tools, select Change Content Owner to begin the merge process.
Click Change Content Owner. In the search field, type the name or email address of the user whose data you want to transfer, then click Search.
From the results, select the correct user. You can confirm it’s the right one by verifying the User ID.
After confirming, click Select.
You will now see a summary of the user’s content (e.g., goals) listed below. For example, Sample Content Transfer 1 has two goals to transfer. Next, repeat the same steps to search for and select the user who will receive the data.
Once both users are selected, click Transfer Content.
A confirmation box will appear. If you're certain, click Yes, Transfer Content.
Upon successful transfer, a banner will confirm the action and summarize the content that was transferred.
If you wish to delete the original user (the one whose data was transferred), click the Click Here to Delete this Advisor link.
Confirm the deletion by clicking Yes when prompted.
A banner will appear confirming the user has been successfully deleted.
Deleting User Records
From the Admin section, click Delete User. Enter the username or email address of the user you want to delete, then click Search. Verify the correct user by checking the User ID. Once confirmed, click Select.
A confirmation box will appear. If you are sure, click Yes.
A success banner will confirm the user has been deleted. From here, you can return to the Admin Home or delete another user.