If your architectural firm uses Graphisoft products, you might have more than one Graphisoft ID Company. Managing licenses under different accounts can be challenging, which is why merging your companies can make things much simpler.
To learn more about the merge feature, its consequences, and its limitations, please read this article.
This article will cover the following:
- How to merge Graphisoft ID Companies
- How to find the Unique ID of a Graphisoft ID Company
- How to start merging companies
- How to accept the merge request
- What to do if the merge fails
How to merge Graphisoft ID Companies
To be able to merge two Graphisoft ID Companies, you need the following information:
- The Graphisoft ID account of both Administrators of the two Companies
- The Unique ID of the company to be merged (either company can be selected)
You can merge only two companies at a time. However, it is possible to merge a third/fourth/etc company with the already merged ones (provided that all companies meet the criteria of the merge).
Only company administrators can initialize and/or accept a merge, members or contract managers cannot.
How to find the Unique ID of a Graphisoft ID Company
- Go to your Company Management Portal
- Sign in with the Graphisoft ID account of the Administrator
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Go to the menu Company & Members
- On the Company Profile page, look for Company Unique ID. Next to the ID, select the Copy icon to copy the unique ID to the clipboard
How to start merging companies
- First, save the Unique ID of the Company that you wish to merge with another, as described in the chapter above, then sign out.
- On the same Company Management Portal, sign in with the Graphisoft ID account of the administrator of the company into which you want to merg the other company of which you already saved the unique ID.
- Go to the Company & Members menu.
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On the Company Profile page, look for Merge company accounts. Click on the button Invite Company to Merge.
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A pop-up window of the merge wizard appears with basic information about the merge. After reading it carefully, click on Next.
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In the next step, you are requested to paste the unique ID of the company that you wish to merge into the one you are logged into. Paste the unique ID from the clipboard, and click on Check.
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If both companies meet the merge criteria, a message confirms that a company was found with this ID. Click Next to continue.
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Another window appears explaining the consequences of the merge. You can still go back, or send the request with Confirm & Send Request.
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In the next window, you are informed that the merge request was sent to the other company’s administrator. Quit the wizard with Close.
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After this, if you refresh your company management page, you will find the information about the Pending request for the company management merge. Note that even if the merge request is sent, before the administrator of the other company accepts the merge, you can still cancel the procedure with the Cancel Merge button at the bottom of the page. However, as soon as the administrator of the other company accepts the merge, it will be completed immediately and cannot be undone.
How to accept the merge request
- As soon as a merge request is sent, the administrator of the company that was invited to accept the merge request receives an email about this request.
- Go to the Company Management Portal, or click on the link sent in the e-mail. Sign in with your company administrator account.
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Go to the menu Company & Members. At the bottom of the page, you will see information about the Pending request for the company merge. To accept or decline it, click on Review Request.
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A pop-up window explains the consequences of the merge. You can either decline or accept the request with the 'Decline request', or 'Accept & Merge' buttons. Be aware that after you accept the merge, it cannot be undone anymore.
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A window then confirms that the merge has started, and you will be notified by e-mail when it is finished. Quit with Close.
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As soon as the merge is successfully completed (in general, immediately), a confirmation appears at the top of the Company profile page of the merged company. You can review with the View Changes button.
If the merge fails
In some cases, the merge of two companies is technically not possible. In such cases, after initializing the merge and pasting and checking the unique ID of the company to be merged, a warning appears about the reason for the refusal, and the Next button remains inactive.
Possible reasons include:
- Both companies have, or previously had, cloud licenses.
Solution: One company needs to cancel all its subscriptions first. Once the service period ends, the other company can purchase those same products.
If one company has no licenses and the members have left, the administrator can request deletion using the Privacy Web Form. After the deletion of the Company, the former admin can join the other Company. - Unique ID not found, the company to be merged doesn’t exist.
Solution: Make sure that you copied the unique ID of the company to be merged correctly, and try again. - Both companies have an active BIMcloud SaaS.
Solution: You can proceed with the merge only if one of the BIMcloud SaaS is terminated.