Skip to main content

User Merge

  1. Last updated
  2. Save as PDF

If a user has been entered in the system multiple times, either for temporary reasons or by mistake, you can use this form (User Merge) to merge all user data from one user into another. 

  • Guidelines for merging users:
    • The source users (Source User fields) are the users who will be merged into the target user (New User or Existing User field).
    • When merged, the target user will contain the source users' information.
    • After users are merged, the source users are disabled and cannot be reactivated.
  • The target user:
    • Is assigned the source users' user roles, that have customization.
    • Retains the preferences of the source users.
    • Is associated with the highest user security settings of the source users.
  • User merge will not occur if a user is deactivated or if users are associated with:
    • Staff members and units
    • Different staff members
    • Different units
  1. Go to: RADplus Utilities > System Security > User Maintenance > User Merge
  2. In the Merge in New or Existing User field:
    • Select Existing to use an existing user as the target user.
      • Enter the user name in the Existing User field and select.
    • Select New to create a new user to be the target user.
      • Enter the New User ID and New User Description. The ID is used as a temporary password for the new user.
  3. If appropriate in the Source User 1 through 4 fields, select the source users to merge into the target user.
  4. Click Submit.
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.