Merging User Accounts
- Merging User Accounts Manually
- Automatic Merge of User Accounts
Hub supports merging several user accounts into one. As a result of merging, any roles, group memberships, and assigned issues are transferred to the surviving user account.
If any of the merged and removed user accounts has been set as assignee, reporter, or commenter — these values will be replaced with the survived resulting user account.
By default, any time a user logs in to Hub the first time (for example with an OpenID account, or self-registered account), Hub checks if there is an existing account in its database with the same email. If such existing account is found, Hub will automatically merge the new account into existing one. Read Automatic Merge of User Accounts section for more details.
Merging User Accounts Manually
Merging Similar User Accounts
To merge two user accounts, you basically need to perform two steps:
To search for similar accounts, open the Users list page, click Find Duplicates and select any of the following options:
- Users with the same emails and similar names...
- Users with the same emails...
- Users having at least something in common...
In the first two cases the main condition to match is the email address. Only those accounts that have exactly the same email addresses will be shown in search results. Furthermore, the first option allows you to find only those accounts with the same emails that also have similar user names.
The third option allows you to find all accounts that have either similar user names or similar emails. Search result might look like this:
Search results are displayed in as visual sets of similar user accounts. You can merge all similar accounts within sets automatically by clicking the Merge All button. Otherwise you can opt to review the search results and merge each set of similar users individually.
To merge similar user accounts:
- For a set of found similar users select parameters of the account that must be preserved: user's login and full name and email address.
- If you need the merged user to be banned automatically, select the Ban check box.
- Click Merge.
Merging Several Arbitrary User Accounts
In some cases you might need to merge several accounts though they are not duplicates. To do so:
- In the Users list, select accounts you need to merge together and click the merge button.
- In the displayed dialog box, choose the user account that must be preserved by selecting the name, login name, and email address in the corresponding drop-down menus.
- If you need the merged user to be banned automatically, select the Ban checkbox.
- ClickMerge Users.
Automatic Merge of User Accounts
In some cases Hub merges user accounts automatically. Auto-merge is performed upon the login with OpenID or LDAP account, if there is already existing account in Hub with the same e-mail as an e-mail address associated with OpenID or LDAP account.
Let's illustrate the auto-merge process logic with the example:
- In Hub instance a user has an account 'j.johnson' with 'firstname.lastname@example.org' e-mail address. This account was imported from a connected service, let's say a bug-tracker.
- Then LDAP integration was enabled and configured for this Hub instance, and the user tries to log in to Hub with his LDAP account 'john.johnson', which has the same e-mail address.
- Upon login Hub will scan the user base and find already existing account.
- The new account ('john.johnson' in LDAP) will be automatically merged with the already existing one ('j.johnson'). In case of auto-merge it means that, physically, no new separate user account ('john.johnson') will be created, but credentials used for this account (user name and password) will be associated with the existing account.
As a result, the user will be able to log in using both 'j.johnson' and 'john.johnson' credentials, but in the list of users only 'j.johnson' will be available.