Merging User Accounts with User ID Migration

Introduction:

This article explains how administrators can merge user accounts using the User ID Migration feature within the User Manager. This method allows you to transfer a user's records from one account (the source) to another (the target).

Purpose:

User ID Migration is used to consolidate user records when:

• A user has multiple accounts due to the Multiple Assignments feature being enabled.
• A registered learner leaves and re-registers with a new user ID (e.g., due to a name change).
• You need to consolidate user data for any other administrative reason.

Process:

1. Access User ID Migration:

   • Navigate to Manage Center > Users > User Manager > User ID Migration.
     
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2. Select the Source User:

   • Click the Source User ID field label.
   • In the dialog box, select the user account from which you want to migrate records.
   • Click OK to return to the User ID Migration page.

3. Select the Target User:

   • Click the Target User ID field label.
   • In the dialog box, select the user account to which you want to migrate records.
   • Click OK to return to the User ID Migration page.

4. Optional: Migrate Ownership Records Only:

   • If you only need to migrate ownership records, check the box labeled "migrate ownership records only."

5. Specify Source Account Action:

   • Select the option that dictates what happens to the source user account and its records after the migration. You will likely have options like:
     • Delete source user and all records.
     • Remove records from source user, but keep the account.
     • Keep all source user data.

6. Execute Migration:

   • Click the Execute button to initiate the user ID migration process.

• Multiple Assignments: If the Multiple Assignments feature is enabled, a user may have records in two separate assignment accounts. User ID Migration allows you to consolidate these records into a single user account.
• Re-Registration: If a learner leaves the organization and later re-registers with a different user ID (e.g., due to a name change or new email address), you can migrate their records from the old account to the new one, preserving their learning history.

Important Notes:

• Carefully select the source and target user accounts to avoid unintended data loss.
• Review the available options for source account action before executing the migration.
• If you need to merge large numbers of users, use the "Merge User Accounts via the Data Loader" feature instead.
• Ensure that you have the correct administrative permissions to perform user ID migrations.
• It is always best to perform a backup before any large user changes.