Data
Employee Identity
Review synced PestRoutes employee accounts, link or split identities, and manage reporting flags.
Employee Identity
Review synced PestRoutes employee accounts, link or split identities, and manage reporting flags.
Where to find it
Open Account > Data Sources > Employee Identity.
Address: /account/sources/identity.
Scope and review
This page reconciles employees from synced PestRoutes accounts. It is not a cross-provider or Five9 identity editor. Review office/type, account identifiers, contact evidence, current Person, matching Basis, and Flags before treating accounts as one employee. Similar names alone are insufficient.
Merge with a reason
Enter a Change reason of at least three characters before making a change. Select the intended accounts and use Merge selected accounts to group them, or open the intended person's context and choose Merge selected into person for that specific destination. Verify the saved accounts and Person relationship afterwards.
Split and adjust reporting flags
Use Split when an account should no longer belong to its current person. Review the resulting identity before relying on reports. Force include and Exclude control reporting inclusion; their corresponding removal actions clear the chosen flag. Inspect test-account flags as evidence rather than assuming every excluded account is a duplicate.
Identity linking and reporting eligibility are different decisions. Review the change reason and exact account/destination for each operation. Correct a mistaken mapping through the available split/merge flow rather than creating another duplicate identity.