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  1. Go to profiles and select managers.

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  2. Click edit for one of the managers.

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  3. Click the down arrow beside actions, then choose combine users.

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    The combine user accounts screen appears.

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    Here, you can see the details of the primary user - , that you are going to login as.

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  1. Then you can add secondary accounts. In this scenario, they can be other types of managers.

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Note: While Please note the following points while combining users, if :

  • If you select a worker as primary

,
  • then they can only switch to other workers

as secondary, managers can
  • .

  • If you select a manager as primary then can only switch to

managers, limited company users can switch to other limited company users, consultants
  • other managers.

  • If you select a limited company user as a primary then they can only switch to limited company users.

  • If you select a consultant as a primary then they can switch to workers, managers, limited company users, or other consultants

, admins can switch to any of those plus
  • .

  • If you select an admins as primary then they can switch to workers, managers, limited company users, consultants, or other admins.

  1. At this point, you can remove any users that you have added by mistake, you would not be allowed to remove users after successful submission.

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  2. After you have selected as many secondary accounts as you want, then you can click submit.
    A success message appears confirming that users have been combined. An email is sent to all the combined users.
    For the combined user, account status is displayed as secondary. Secondary account status implies that these users login via a gateway.
    The original manager account, in this case, has been replaced by a gateway. Now both the users will login via the gateway.