Profile: Merging Accounts - Mobile
If an existing DSPTCH account needs to be replaced or updated, such as due to a new phone number, the accounts can be merged. This process will transfer data from the old account to the new account.
Table of Contents
How Accounts are Identified for Merging
Accounts are identified as being to the same user when any of these fields match between the two accounts:
- Phone Number
- Recovery Email
- Work Email
When merging accounts due to a new phone number, ensure the same email address is used for both accounts.
After the Merge Process, the Account will be associated with the updated phone number and same email address.
The contact information needs to be verified on both accounts for the accounts to be flagged for merging.
For information on how to verify contact information, please read our Verify Phone/Email After Account Creation Help Doc.
If the fields on the old account are not verified and access to the account is no longer available, contact help@dsptch.work for assistance with merging accounts.
How to Merge Accounts
If two accounts meet the conditions to merge, a red banner will appear at the top of the Homepage on DSPTCH Mobile. Click "Tap here to fix" to start the merge process (outlined in the blue box below):
Clicking "Tap here to fix" will open the Merge Screen. To start the process, click "Merge" (outlined in the blue box below):
The Merge Process can take anywhere between 1 to 5 minutes.
The Merge Process will continue in the background even if DSPTCH Mobile is closed.
When the Merge Process is successfully completed, a the Duplicate Accounts tab will read "No duplicate accounts found!" This means that the accounts have been merged.
After the Merge Process is successful, please check that all Account Details, Certifications, Time Entries, etc. are still accurate.