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The merge tool identifies duplicates based on the following criteria:

Staff

  • Staff who have matching emails.

  • Staff who have matching first and last names.

Guardians

  • Guardians who have matching emails.

  • Guardians who matching first and last names.

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Permission

Access

Merge Duplicate StudentsStaff

Grants the ability to merge duplicate student staff accounts.

Merge Duplicate Guardians

Grants the ability to merge duplicate guardian accounts.

Merge Duplicate Students

Grants the ability to merge duplicate student accounts.

Operation Guide:

  1. Open the user’s profile.

  2. Click the “Actions” dropdown at the top left corner of the user's profile.

  3. Choose 🔧 Merge Duplicate Accounts.

    • If the tool finds any duplicates, they will be listed in the window.

  4. Select the account you wish to merge by clicking on their corresponding row.

  5. Acknowledge the irreversible nature of this action by clicking the checkbox.

  6. Click (tick) Mergeto complete the process.

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Actions

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Option

Description

Limitations

SchoolEngage Profile

Opens the user’s SchoolEngage profile in a new tab.

N/A

PowerSchool Profile

Opens the user’s PowerSchool profile in a new tab.

Only appears for students who are connected to PowerSchool.

Unlink User

Removes the PowerSchool connection for the user.

Only appears if the user is connected to PowerSchool and is at least 5 days out of sync with the current user. This feature is not available for staff accounts.

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Frequently Asked Questions

Q: Why doesn’t the duplicate appear as a option when merging?

A: This is often due to a discrepancy in the data between two users. If both users are linked to PowerSchool, here’s what to do:

  1. Unlink the user: First, disconnect the user from PowerSchool.

  2. Match the Data: Before removing a user, edit their information to ensure it aligns with the other user’s data.

For specific details on what data needs to match, please check the 'Tool Limitations' section of our guide."

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Troubleshooting Merge Errors

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