Former employees sheets: Merge vs transfer

Pattyallison2024

I have several employees that have left and I noticed there was an option to transfer all sheets etc, and an option to merge a user.

In the past we would just deactivate the former person.

Can either be used (merge or transfer) if I want to put all the sheets from the former user into a bulk general user such as smartsheetserviceacct@ourcompany.com

And what is the main difference between merge and transfer

edapel

You want to use transfer to move all of their data (sheets and such) over to another user. Yes, moving to a general user as you asked will work. Merge is for merging two of the same user into one account. Here is a link that explains merge. https://help.smartsheet.com/articles/2481942-admin-center-combine-accounts-with-user-merge

Here is the help for Transfer. https://help.smartsheet.com/articles/2482643-nondestructive-transfer

edapel

You want to use transfer to move all of their data (sheets and such) over to another user. Yes, moving to a general user as you asked will work. Merge is for merging two of the same user into one account. Here is a link that explains merge. https://help.smartsheet.com/articles/2481942-admin-center-combine-accounts-with-user-merge

Here is the help for Transfer. https://help.smartsheet.com/articles/2482643-nondestructive-transfer