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Product Update: Merge User Records

Release date: March 18, 2026

Critical information:

Status

  • Early Access (EA): Available to select accounts upon request. 

Availability

  • Plans: All Plans
  • Rollout schedule: Available March 18, 2026, for accounts currently enrolled in the NGUM Early Access program. GA rollout begins April 1, 2026, as part of the broader User Management release.
  • Go-live date: March 18, 2026 (EA); April 1 - May 1, 2026 (GA phased rollout)
  • EA limitations: Available only to accounts currently enrolled in the NGUM Early Access program.

Requirements

  • Agent Version: N/A (platform-side feature; no minimum Agent version required)
  • Browser: Chrome, Edge or Firefox (latest versions)
  • Integrations: N/A
  • Permissions: All roles with access to the Users page
  • Commercial: N/A
  • Technical prerequisites: The account must be migrated to the Next Generation User Management experience
  • Implementation timeline: Immediate upon enablement

What's new:

Feature description

Merge User Records allows you to consolidate multiple user records that represent the same person into a single unified record, combining all identifiers, group memberships and Agent assignments in one operation. This replaces a previously manual, multi-step process that required reassigning Agents, re-entering identifiers and deleting leftover records individually.

Key capabilities

  • Bulk merge (2-10 users): Select multiple user records from the User Records tab and merge them into a single designated primary user through a guided wizard
  • Optional Agent merging: Choose to consolidate all Agents into the most recently active Agent during the same operation, freeing additional licenses without a separate workflow
  • Automatic data consolidation: All multi-value attributes (emails, UPNs, employee IDs, device logins, group memberships) are combined from all selected users into the merged record
  • Primary user designation: Control which user's Display Name, Primary Group and Tracking Status are retained by selecting a primary user before confirming the merge
  • Clean record removal: Secondary user records are permanently deleted after merging with no empty "shell" users left behind, and their identifiers are not added to the Do Not Track list

Use cases

Duplicate user records are common in accounts with complex IT environments. The same employee may appear as multiple users due to different login credentials across devices, mismatched integration records from HRIS or SSO systems, or leftover "zero Agent" shells from previous manual cleanup workflows. Merge User Records resolves all of these scenarios in a single bulk operation, reducing what was previously a three-step manual process into one guided action.

Target audience

  • Primary personas: IT Administrators, ActivTrak Account Admins responsible for user management and license optimization
  • Fit indicators: Accounts with duplicate user records, complex IT environments with multiple authentication methods, organizations actively managing license consumption, accounts that have undergone SSO or HRIS integration changes

How to access:

For EA accounts

  • Access Location: Settings > Users > User Records tab
  • How to Use: Select 2-10 users using the checkboxes on the User Records tab, then click the Merge users button in the bulk action bar

For all other accounts

  • GA Access: Merge User Records will be available to all accounts as part of the NGUM GA rollout beginning March 18, 2026. No action is required; accounts will be migrated automatically during the phased rollout through April 8, 2026.
     

Additional information:

Known limitations

  • Merging user records is permanent and cannot be undone. Secondary user records are deleted after the merge.
  • A maximum of 10 users can be merged in a single operation.
  • If identifier conflicts exist with other users in the system, the merge will be blocked until the conflict is resolved.
  • When Agent merging is selected, all activity data is permanently consolidated into the most recently active Agent.

Coming soon

  • Merge User Records will be included in the full NGUM GA rollout (March 18 - April 8, 2026) for all accounts
  • Legacy User Agents and Computer Agents pages will transition to read-only and eventually be removed

Migration notes

  • What's changing: Merge User Records replaces the previous multi-step manual workflow of reassigning Agents, re-entering identifiers and deleting duplicate records individually. The existing Merge Agents feature within a single user record remains available as a separate action.
  • Action required: No. Accounts enrolled in the NGUM EA program will automatically see the new Merge users bulk action.

Support contacts

  • General Support: https://www.activtrak.com/support/
  • Feature-Specific Support: Contact your Customer Success team for questions about user merge operations or license optimization
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