User Merge

When the ActivTrak Agent sees activity data for a new username on a workstation, a new reporting user record is created in the Dashboard. The User Merge action allows administrators of paid accounts to retain and transfer historical user activity data while freeing up licenses by combining one or more inactive source users into a single active destination user. Common use cases include:

  • Employee's name or login changes
  • Employee switches to a new computer
  • One-off IT admin logins

NOTE: If active users are merged together new activity from active source users will lead to any activity to be logged as the destination user. To consolidate one or more active reporting users as a single user in reports, admins can take advantage of user aliases. However, user aliasing will not free up licenses.

 

How To:

1. Navigate to Settings > Users & Groups > User Agents.

2. Select one active user by clicking the check box next to the user's name. Then, select one or more inactive users to merge into the active user.

3. Click the "Merge Users" button:

merge1.png

4. The "destination user" is automatically identified as the user with the most recent activity log entry, and the other user(s) are "source users". Confirm the Destination and Source(s) are as expected, check the acknowledgment agreement and click the "Merge" button:

merge2.png

 

Merges do not happen immediately and begin processing overnight at 12am US Central time. While waiting for processing, affected users will appear grayed out in the User Agents list and are in a read-only state. In case of an accidental merge, scheduled merges can be canceled prior to processing by clicking the "Scheduled Merges" button:

merge3.png

A list of unprocessed merges will appear. Click the "Cancel Merge" button next to any merges you wish to cancel:

merge4.png

Once a user merge has been processed, it cannot be undone. The logon domain and username of source users are updated to match the destination user's logon domain and username.  Source users are then purged from the reporting users list and their license(s) are freed up for reuse.

NOTE: Only users can be merged, not computers. Activity Log records are still associated with the source computer from which the record originated after the merge processes. For this reason, it is imperative that you do not delete any Computer Agents if you wish to retain data originally captured by them, even after their users are merged.

 

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