👤 This feature is available for the following applications:
Standalone application ✅
Consortium application❌
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide provides clear instructions for merging the profiles of subsidiary or child entities into a parent entity’s profile. It also details the changes that occur within the Organisations module after the merge. The manual is particularly helpful for users seeking to consolidate multiple orgnaisation profiles into a unified record.
Merging of organisation profiles is required when:
An organisation has more than one profile (i.e. duplicate profiles) and users of the application wish to consolidate those duplicate profiles to ensure the organisation is invited once during the reporting period to complete their assessment
An organisation has been acquired by another organisation that has an existing profile on the application
🛠️ Prerequisites
There are no prerequisites for merging organisation profiles.
📝 Step-by-Step Guide
1. Click on the Navigation menu.
2. Click on Organisations module.
3. Click on the subsidiary entity's profile that you need to merge into the parent entity's organisation profile.
4. Inside the organisation profile, click on the Merge organisation icon (second icon from the right).
5. The Merge Organisation pop up will appear to allow you to search the entity name where the current organisation profile will be merged into. Click in the text box for the list of organisations to appear or start typing the relevant parent entity's name.
6. The name of the entity will appear in a list, click on the organisation name to select the profile to be merged into.
Important: Please exercise caution when merging organisation profiles. This action is permanent and cannot be undone. Once merged, the child organisation’s forms, users, and all other associated data will be transferred to the parent organisation’s profile.
7. Click on Merge button to finalise the merge of profiles.
8. The Organisations module will reflect two separate organisation profiles however the Organisation status will reflect merged next to the subsidiary entity's profile
9. In the Organisations module, the merged entities Organisation status will change to merged and the hyperlinked name of the parent entity will appear under the Parent column adjacent to the status of merged.
10. When clicking into the parent organisation profile, a new tab named Linked will appear to list all subsidiary / child entities of the organisation that have been merged into the parent entity's profile.
11. All user profiles of individual merged organisation will appear in the parent entity's users list under Users tab.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.