With this enhancement, you now have the option to merge user accounts, a capability that was previously unavailable. This addition aims to simplify the tasks of your support agents by allowing them to merge accounts using email and phone information.
Navigation:
- Go to the “Accounts” section in your dashboard.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143054/image2-13.png)
2. Click on the “Settings” tab.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143049/image6-1.png)
3. Select “Merge Accounts.”
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143053/image3-9.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143051/image5-3.png)
Note: While performing the account merge, please remember to specify which account you want to designate as the primary one.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143052/image4-7.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/10/05143055/image1-14.png)
Note: After successfully merging the accounts, a pop-up notification will confirm the completion of the process