How to Merge Student, Guardian, and Teacher Profiles in DreamClass

How to Merge Student, Guardian, and Teacher Profiles in DreamClass

Keeping your DreamClass records organized is easy with the merge feature for student, guardian, and teacher accounts. Here’s how you can do it, plus resources if you need extra help.

Step-by-Step Guide to Merging Accounts in DreamClass

  1. Access the Merge Feature

    • Log in as an administrator.
    • Go to Settings in your main dashboard.
    • Click on Merge Records.

  1. Select the Record Type

    • Choose whether you want to merge a Student, Guardian, or Teacher profile.

  2. Choose Source and Target Records

    • Search for and select the source record (the duplicate you want to remove).
    • Then, select the target record (the account that will remain).
    • All data from the source will be merged into the target record.

  3. Complete the Merge

    • Confirm your choices and review the information.
    • Finish the merge. The source record will be deleted, but its data will be added to the target profile.

Watch the Video Tutorial

For a step-by-step visual guide, check out our video tutorial demonstrating the entire merge process.




Need Help?

If you run into any issues or are unable to merge records yourself, our team is here to help.
Simply email support@dreamclass.io for manual assistance.

Tips

  • Double-check which records you’re merging—the process is permanent.
  • Merging is great for clearing up duplicate profiles and unifying multiple roles into one account.

Thank you!


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