Admin Features
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      1. Playbook Help Center
      2. Admin Features

      Merge Users

      This guide will help you navigate the process of merging user accounts efficiently

      Go to playbooksandbox10.playbookapi.com

      1. Introduction

      Each action is designed to ensure that all relevant data is transferred seamlessly, enhancing user management within the application.
      Introduction

      2. Click here

      Navigate to the main dashboard to start the process
      Click here

      3. Click "Merge Account"

      Select the option to combine user accounts effectively
      Click 'Merge Account'

      4. Click "Merging accounts will permanently move all account information from one user's account to another. This includes participants, payment methods, registrations and payments. This action cannot be..."

      Review the important information regarding the merging process to ensure you understand the implications
      Click 'Merging accounts will permanently move all account information from one user's account to another. This includes participants, payment methods, registrations and payments. This action cannot be...'

      5. Click "Search for a user"

      Initiate a search for the account you wish to merge
      Click 'Search for a user'

      6. Fill "jason smith"

      Fill in "jason smith"
      Fill 'jason smith'

      7. Click "Jason Smith (jason@gmail.com)"

      Select the specific user whose account will be merged
      Click 'Jason Smith (jason@gmail.com)'

      8. Click "Go Back Merge"

      Return to the previous menu to finalize your selections
      Click 'Go Back Merge'

      9. Click "Merge"

      Confirm the merge to complete the account consolidation
      Click 'Merge'
      In this guide, we covered how to merge user accounts, from initiating the process to confirming the final merge