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

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Account and User Management

Accepted answers

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

All comments

edapel

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

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