Account Merging
When admins merge primary and secondary accounts, some information does not move to the primary account.
The following data does not merge between primary and secondary accounts.
- Payment Schedule
- Checklist items
- Insurance
- Meeting Attendance records
- Global NDA
Merge Accounts
We recommend routinely cleaning up your database. Admins can merge old and new participant accounts for consolidation.
- You must be a Go Method admin to do this.
Account Merging Conditions
When admins merge old accounts with new accounts, information is moved into the primary account, under the following conditions.
Merge Type | Result |
---|---|
Background Checks |
|
Profile Data |
|
ChMS External ID |
|
Emergency Contacts |
|
Application Answers |
|
Participant Payments |
|
References |
|
Person Roles |
|
Two-factor Authentication |
|