Admin Features
      Back to home
      1. Playbook Help Center
      2. Admin Features

      Merge Participants

      This guide provides a clear and concise overview of merging participants within a software application

      Go to playbooksandbox8.herokuapp.com

      1. Introduction

      The process included accessing the participant list, selecting entries, and confirming the merge to streamline participant management.
      Introduction

      2. Click "Participants"

      Access the participant list to view all entries
      Click 'Participants'

      3. Click here

      Navigate to the merging feature for participants
      Click here

      4. Click "Merge Participant"

      Initiate the merging process for selected entries
      Click 'Merge Participant'

      5. Click "Merge Participant"

      Proceed to the next step in the merging workflow
      Click 'Merge Participant'

      6. Click "Select a participant"

      Choose the participant you wish to merge
      Click 'Select a participant'

      7. Click "Derek Jeter (No email)"

      Identify the specific participant you want to merge
      Click 'Derek Jeter (No email)'

      8. Click "Merge"

      Finalize the merging of the selected participant
      Click 'Merge'

      9. Click "Your task will begin shortly 100%"

      Confirm that the merging process is underway
      Click 'Your task will begin shortly 100%'
      In this guide, users learned how to effectively merge participants by following a series of straightforward instructions