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Merge Accounts Tab - Account Consolidation

In the Merge Accounts tab, users perform account consolidation to simplify the account management process. After logging in, you are prompted by the Account Consolidation pop-up modal to merge all your accounts that use the same email address into a single account with multiple profiles.

The account merging process is a permanent process, so please log in with the account username that you wish to permanently use in You may delay the merging process, but strongly recommends merging your accounts as soon as possible.

Note: This function is not available to EBiz POCs because their profile information is managed in EBiz POCs may view a read-only version of account information on the Manage Organization Profile page.

How to Merge Accounts

  1. Login to After login, you may be prompted by the Account Consolidation modal. If so, click the Merge Accounts Now button.

  2. Click the My Account link and navigate to the Merge Accounts tab (if you were not already directed to this tab).

  3. Click the Temporary Code button to receive a code that will allow you to merge your accounts. This is an additional security verification step to better protect your accounts.

  4. Check your email address listed in the Merge Accounts tab. If the email is not in your email inbox, check your junk and spam filters for the email. Please allow for several minutes to receive the code.

  5. Enter the code into the Temporary Code field, then click the Submit button. If you do not receive the email, click the Resend Temporary Code button.

  6. Click the OK button after successfully confirming your email address.

  7. Either continue with the username you are currently logged in with or login using a different account. Click the Continue button to proceed. Or, click the Login to Use Another Username button and repeat the above steps to merge your accounts.

  8. Select the accounts you wish to keep or delete. The Accounts with Matching Email Address table lists all the accounts that are associated with your email address. For each account, select either Keep or Delete in the Actions column. This is a permanent action.

  9. Please select Delete in the Actions column for all accounts that you no longer need.

  10. Click the Merge button once you have selected all the accounts to keep or delete. After merging, you will receive a confirmation message and be routed to the Manage Profiles tab. The Merge Accounts tab will no longer be accessible.

Columns in the Accounts with Matching Email Address Table

Each row in the Accounts with Matching Email Address table represents one account that uses this same email address. These "accounts" will become separate "profiles" contained within one unique account. Below are summaries of the columns of information found in the table:

  • Username: The username that you use to access that account.

  • DUNS / Agency Code: For applicants, each account has a DUNS number. For grantors, each account has an Agency Code.

  • Description: Displays the name of the applicant organization, grantor agency, or "Individual" to indicate that this is an individual applicant account.

  • Account Status: "Active" accounts have been logged in to within the last year. "Inactive" accounts have not been used or logged in to for over a year (i.e., 365 days) and the password has expired.

  • Number of Roles: Lists the number of different roles that account has. No roles will be lost when merging accounts. Individual applicant accounts do not have roles.

  • Actions: See step #8 above.


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