At times a duplicate account gets created due to a user error, or a duplicate/changed email that the integration will use to auto-create that profile from your CRM. The most common occurence is that an admin manually adds a user in the company users page, and not realizing an account for this user is already set-up.
A few things to keep in mind that must be true in order to have the ability for accounts to merge:
One of the accounts will need to be in an "invited" status in order to merge the accounts
The user will to need to accept their invite and have an email and password already set-up with 1 of their accounts.
Instructions for how to get this merged when you notice a duplicate account:
Here's what a duplicate would look like, and if one of these accounts is indicated with a blue link for one of the emails, like the photo below, you will be able to merge these accounts.
Locate the one account that does not have an "invited" status and click into that profile to see the email that was set-up by the user. They will need to know the credentials they use to log-in for this next step. To identify the email tied to the original account, users can also utilize the "Forgot password" feature on the ApplauseHQ login screen. This will send a reset link to the associated email, which can help confirm the correct account credentials.
Next, go into their profile that says "Invited" and resend them an invite to their email.
Through this invite, have them accept the email and then click the option "Use existing login", and then login with the credentials they had already set-up. By going through that button and logging in with their already existing credentials, the two accounts will merge. After merging accounts, users should follow Applause's account verification process, including identity verification and setting up a bank account for financial transactions if not previously set-up. Ensure that the invite email corresponds to the account with "Invited" status; then, proceed to click the link and select "Use Existing Login" as an option during setup. Complete the process by entering credentials linked to the active account, which will synchronize the accounts into one unified profile.
If you have duplicate accounts in ApplauseHQ, follow these steps to merge them:
Open your most recent invite that has been sent to your email address.
When prompted, select the option to “Use existing login.”
Enter your credentials of your existing account.
This action will link the accounts and merge them under your existing credentials.
By completing these steps, you ensure that all your data is consolidated into a single account for easier management.
Merging accounts if you move to a different company or you a part of multiple companies
Your account, even if it's deleted from your former company remains intact and available for you to log-in. Those same credentials can be used to accept your new company's new invite with the "Use existing log in" button, so long as you remember those credentials.
Verify you can log-in with your original account with your saved credential. Reset your password if necessary so you know your email and password to log-in.
Once you know your credentials for log-in, access your new invite from your new company and click "Use existing log in" button, this will bring you into your new account and/or merge your accounts across all the companies you've been given access to.
With any new invite, if you already have an account established, and you choose the "Sign Up" option and use the same phone number, you will not be able to create a new account. More than 1 Applause account can't have the same phone number tied to it. If this is the case try step 1 above to get into your original account, if you can't you'll need to reach out to support.
If you don't remember your credentials or you used a company email you no longer have access to with your original account, you'll need to reach out to support to help you get into your old account through a verification process.
The best practice is to always set-up your Applause account with a personal email, this way you can continue to use the same account, even if start working with another company who uses Appluase.
If you are seeing duplicate accounts and the set-up is different than outlined above, please reach out to support and we'll help the user get into the right account. After your accounts are successfully merged, it is recommended to verify your account. Verification involves submitting any necessary details to complete your account set-up. In cases where merging the accounts is not possible, focus on retaining the original account that contains the history and data. Any newly created duplicate accounts should be deleted to avoid future confusion. This ensures that only one active and accurate account remains in the system.
Viewing Ratings by Organization
After merging your accounts (only applicable if your are actively a part of two different companies) you can view ratings tied to a specific organization by following these steps:
Open your profile in ApplauseHQ.
Locate the dropdown menu just below your name.
Click the dropdown and select the relevant organization.
This will display the ratings and data associated with the selected organization, allowing you to easily navigate and manage organizational information.