+3Hi all,
We’ve encountered our first case where we need to merge users and I was wondering if anyone has any advice about the best practice for doing this. We need to merge the user because their company name and email address have changed. The Merge User function in Docebo makes it pretty easy to merge the source user into the destination user, but having done this, the source user remains. In this case, is it best practice to delete or retain the source user?
Thanks,
Daniel
Best answer by alekwo
Hi
It does not transfer enrollments in Learning Plans - so depending on how much your site depends on Learning Plans, people may get confused after the merge, as they will need to re-enroll themselves into learning plans to get back to where they were before the merge.
Also, if they have a history of viewing assets in Coach&Share channels, creating playlists, commenting, or asking Questions to Experts - those won’t be transferred using merge.
In your scenario, my approach would be to rather change their usernames/emails on their existing accounts instead of creating a new account and merging data. In that way a full history of their actions, learning plans, comments, etc. will be preserved and available to them after the change. Also, from the reporting perspective, data will be more consistent (you won’t artificially inflate the number of users).
+1Hi
It does not transfer enrollments in Learning Plans - so depending on how much your site depends on Learning Plans, people may get confused after the merge, as they will need to re-enroll themselves into learning plans to get back to where they were before the merge.
Also, if they have a history of viewing assets in Coach&Share channels, creating playlists, commenting, or asking Questions to Experts - those won’t be transferred using merge.
In your scenario, my approach would be to rather change their usernames/emails on their existing accounts instead of creating a new account and merging data. In that way a full history of their actions, learning plans, comments, etc. will be preserved and available to them after the change. Also, from the reporting perspective, data will be more consistent (you won’t artificially inflate the number of users).
+3In your scenario, my approach would be to rather change their usernames/emails on their existing accounts instead of creating a new account and merging data. In that way a full history of their actions, learning plans, comments, etc. will be preserved and available to them after the change. Also, from the reporting perspective, data will be more consistent (you won’t artificially inflate the number of users).
Many thanks for this suggestion
+1
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