Step By Step to Merge Accounts

03/26/2020 20 11528

DESCRIPTION:
How To Merge accounts Using SandBox.mySonicWall.com

CAUSE:

Users Sometimes create their account without  their main organization invitation

or 
Sales Team may have multiple accounts require to keep them under single organization

or

Customer having certificates in one account and need to merge with other account

RESOLUTION:

Step By Step to Merge Accounts:

Log on to SandBox

                           I.          Click Merge Org and Contact Under User Management

                         II.          Enter Username or Email Address of From Account

The account which need to be merged

                        III.          Enter Username or Email Address of To Account

The account to which need to be merged

                        IV.          Click Get Details

                         V.          Verify the From Account details are correct

                        VI.          Verify To User Account details are correct

                      VII.          If it is require altering or changes click Back and enter correct info

                    VIII.          If details are correct and From and To User accounts are as requested then Click Merge

Note: There is no undo once merged, So better to Make Sure before Click Merge

                        IX.          Upon Success Completion displays the message “Merge request from to has been completed”

                          X.          Any problems gives the error message; verify the account and try again, if still problem follow the escalation process and Escalate