What should a System Admin verify before merging two user accounts?

Before merging two user accounts, it is essential for a System Administrator to verify the account domain(s) to ensure consistency and compliance with organizational standards. Merging accounts from different domains could lead to issues related to permissions, access rights, and user management, as different domains may have varying rules and settings within Smartsheet.

Checking the account domains ensures that both user accounts are under the same organizational umbrella and can participate fully in shared resources, collaboration, and communications without any domain restrictions. This step is crucial in maintaining a seamless workflow and ensuring that merged accounts interact as intended without complications arising from domain differences.

While transferring items owned by the user and adjusting email addresses may also be part of the account merging process, verifying the account domains is a foundational step in confirming that the accounts are suitable for merging from a structural point of view.