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Step By Step to Merge Accounts

03/26/2020 21 People found this article helpful 95,934 Views

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    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

    Image

                             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

    Image

                             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”

    Image

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

    Image

     

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