If a user leaves the company or their account is no longer needed for any reason, you can delete the user to ensure they no longer have access to the platform.
Follow these steps to delete a user:
- Navigate to the Team Tab
- Use the search bar to locate the team member you wish to delete, and click on their name
- Look for the Delete option (or bin icon) at the top-right corner of the side tab
- Click on it to initiate the deletion process
- Review the details, then confirm the action to delete the user
Deleting a user profile will automatically deactivate all associated cards, so there is no need to manually deactivate them.
Reactivating Deleted Users
If you need to reactivate a deleted user in the future, please contact your regional support team. Once the account is reinstated, all previously associated cards will also be reactivated.
Reviewing the Deleted User Transactions
To view the spend or transaction history of a deleted user, you can check the statements or export the relevant transactions from the platform. You can find a guide here.
If the User is an Approver
If the person being deleted is assigned the Approver role, ensure you reassign their team members to another approver before proceeding. You can find a guide on the Approver role here.
By following these guidelines, you can efficiently manage user accounts and ensure a smooth transition in your team structure.