To access the Homeowner Merge Log, users need to add the Homeowner Merge Log View permission. You can also add the Unmerge permission to grant that ability.

To allow access to the Homeowner Merge Log: 

1. Navigate to Settings > Roles.
   The Roles page displays.
2. Search for the role that you want to allow to use the Homeowner Merge Log.
   For example, in the following image, the user wants to allow Administrators to use this feature and enters admin in the search field to display all roles that include the word "admin".
   
   
   
   
3. Click the caret next to the role name to open it (ensure the Security tab is selected).
4. Go to the System section and click Edit next to Homeowner Merge Log.
   The Edit Role Security screen opens.
   
   
   
   
5. Select the following security permissions as needed:
   • View: Allows users with this role to view the Homeowner Merge Log.
   • Unmerge: Allows users with this role to unmerge accounts.
6. Click Save changes.

On this screen you can:

• Select the date range of merged homeowners to display (the default is 30 days) and you can select different options (up to 2 years).
• View the information in the table (you can add the Property and Mailing Address columns if you wish).

You can undo a merge as long as you meet the following requirements:

• The merge was performed through the Merge Homeowner action.
• The merge is not older than 2 years.
• The merged property has not been part of any subsequent merges. 
  Note: These are any homeowner accounts that have been merged at least one additional time. They have been excluded to reduce the risk of potential errors that may occur when undoing the initial merge of a homeowner account that has since been merged with another account.
• The status is Merged and not Unmerged.

If the Merged Homeowner has not met all requirements, the Unmerge Property button is disabled. 

Example: In the following image, you can unmerge the first homeowner account because it fulfills the necessary criteria to unmerge the property. The second homeowner account has not fulfilled all the requirements so the Unmerge Property button is disabled.

To undo a merge:

1. Click Unmerge Property on the desired homeowner account. 
   The Confirm Unmerge screen displays.
   
   
   
    
2. Click Unmerge Homeowner Accounts to complete the unmerge. 
   The Status changes from Merged to Unmerged in the Homeowner Merge Log. The unmerge also logs as an activity note (including the unmerge information) available by navigating to Homeowners > Homeowner Profile > Activity Notes. 
   
   
   

Note: If a property is not listed in the Homeowner Merge Log for unmerging, you can kick off an Ownership Transfer action item on the account instead. Once the ownership transfer is completed, this will automatically unmerge the property as needed.