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Merging Users or Accounts in Symmio

Symmio doesn’t support merging users. Learn how to manage duplicate accounts and keep your data accurate.

Kyle Barrow avatar
Written by Kyle Barrow
Updated over a month ago

At this time, Symmio does not support automatic merging of users or accounts. Each user profile is treated as a unique and secure record, tied to individual assessment history, wellness scores, and recommendations.



What to Do If You Have Duplicate Users

If you've accidentally created or imported duplicate user accounts, here are your options:

1. Identify the Most Complete Record

  • Open both profiles and compare:

    • Assessment completion

    • Groups and custom tags

    • Assigned programs

2. Deactivate the Incomplete or Duplicate Account

  • Go to the Users page.

  • Edit the user profile

  • Select Deactivate User.

3. Manually Transfer Notes or Tags (if needed)

  • Copy group / tag settings from the duplicate account to the active one.

Pro Tip: Use consistent email formatting to avoid accidental duplicates in the future.


FAQ

Q: Can Symmio combine assessment history across two users?
A: No, all assessments are stored separately. We recommend keeping the most complete profile active.

Q: Can I export data before deactivating a user?
A: Yes. Download a user’s wellness report before deactivating if needed for your records.

Q: Can I request a merge from support?
A: Currently, merges are not available—even through support—for data integrity reasons.

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