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Enhancement Request - Merging Accounts

 
Michelle Kotulski
Enhancement Request - Merging Accounts
by Michelle Kotulski - Wednesday, 21 September 2022, 12:28 PM
 

Hello,

We use Totara v16 for our LMS for staff. One sticking point we keep facing, almost weekly, is the ability to merge two user accounts. We have staff members who get married, divorced, change their name, etc, which causes two records of learning using SSO. The identifier we are using is email. That email may change as their name changes. We would like the ability to take their "old" account which may have completion data, and merge it with a new account. This would make the manual process much more simple.

Thanks,
Michelle

Martin Sandberg
Re: Enhancement Request - Merging Accounts
by Martin Sandberg - Wednesday, 21 September 2022, 11:07 PM
Group Partners

A plus one from Xtractor here....

We have multiple customers who use different login methods for different kinds of users.

EX: Saml2 (imported via HR Sync) For Internal users, Email-based self registration for consultants and Oauth2 (with account creation) for other external users. 

Sometimes a user will move from beeing extrenal to internal and a new account will be created by HR Sync. Or an internal user by mistake uses the Oauth2 login (where their email might be different). Leading the user to have two accounts.

We have thought of building this function ourselves but would definiteley prefer if it was done centrally

Brendan Kilshaw
Re: Enhancement Request - Merging Accounts
by Brendan Kilshaw - Thursday, 22 September 2022, 2:30 AM
 

+1 here too. We have very similar issues.

Dan Marsden
Re: Enhancement Request - Merging Accounts
by Dan Marsden - Thursday, 22 September 2022, 1:45 PM
Group Partners

Here at Catalyst, we've occasionally used the moodle plugin tool_mergeusers to do this in Totara: https://moodle.org/plugins/tool_mergeusers

Usually we warn the client that it will only migrate "course-level" content, but quite often we find that sufficient for some clients needs.

Sarah Paisley
Re: Enhancement Request - Merging Accounts
by Sarah Paisley - Tuesday, 27 September 2022, 2:51 PM
Group Learn Site Administrator

+1 here.

Simon Seiffert
Re: Enhancement Request - Merging Accounts
by Simon Seiffert - Wednesday, 5 October 2022, 8:47 PM
Group Most Helpful Contributor 2022Group Most helpful contributor 2023Group TXP Site Administrator

Hi Michelle,

We were looking at how to 'merge' users a few years ago - and the mergeusers tool that Dan has mentioned was discussed - but we were advised there could be issues with how this impacts Certifications and Programs, which we use heavily!

The work-around is a weekly process where we do an ol' switcheroo on their username/IDs between their old and new accounts - which is working successfully for us. We have users that convert from contractors to direct-employees - which is where this comes into play.

Would still love to see a more robust version of this process though!

Simon.

Steph Wild
Re: Enhancement Request - Merging Accounts
by Steph Wild - Monday, 10 October 2022, 1:03 AM
Group Learn Site Administrator

Hi,

+1 from us, merging accounts can be problematic and time consuming so having this automated would be great including all learning as well as any future bookings which are present on the account.

Many thanks
Steph

Matt Barets
Re: Enhancement Request - Merging Accounts
by Matt Barets - Tuesday, 11 October 2022, 3:37 AM
 

Hi

We're supporting this request too.  We too have issues with duplicate accounts, and the ability to merge users and their training records would be a massive improvement in managing the system.

Regards

Mat

Jil Embree
Re: Enhancement Request - Merging Accounts
by Jil Embree - Wednesday, 11 January 2023, 6:34 PM
 

+1 here. We have a custom solution designed by our support team however a base function to merge accounts and the enrollments / completions, including being able to select what should merge over and keeping a log of what was merged would be very helpful.

Antoine Bakx
Re: Enhancement Request - Merging Accounts
by Antoine Bakx - Monday, 12 June 2023, 6:40 AM
Group Partners

👍 for us too! We have more than one customer who needs this.

Steph Wild
Re: Enhancement Request - Merging Accounts
by Steph Wild - Tuesday, 13 June 2023, 12:43 AM
Group Learn Site Administrator

👍 from us too, it would also be great if it would check if either of the accounts have future bookings and retain these as part of the merge process.

Martha Hufham
Re: Enhancement Request - Merging Accounts
by Martha Hufham - Thursday, 7 September 2023, 5:20 AM
 

👍 from us! We brought over a number of users with training into our new system and have multiple issues with duplicates being created.