My staff member has two accounts, how do I merge them?

My staff member has two accounts, how do I merge them?

Title:
Managing Duplicate Learner Profiles in Click Learning

Purpose:
To explain how to manage situations where a learner has more than one profile, and how to decide which profile to keep active.

Scope:
This process applies to managers and administrators responsible for maintaining accurate learner records in Click Learning.


Steps:

  1. Identify all profiles belonging to the learner by reviewing the learner list and confirming matching personal details.

  2. Open each profile and review course progress and last accessed dates to determine which profile is most active.

  3. Decide which profile should remain active. In most cases, this will be the profile most recently used by the learner.

  4. Before deactivating any profile, download all certificates from the profile being removed or deactivated.

  5. Deactivate the profile that should no longer be used so the learner can only access the correct profile.

  6. Confirm that the learner understands which profile they must continue to use going forward.


Responsibilities:
Managers and administrators are responsible for reviewing duplicate profiles, determining which profile to retain, downloading certificates, and deactivating the unused profile.

Notes:
Merging profiles is not currently possible in Click Learning.
Certificates must be downloaded before deactivating any duplicate profile to prevent loss of important records.


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