Removing someone from your team
In shortRemove access from the dashboard and it takes effect straight away. Do it before someone leaves, not after.
An Admin can remove a team member from the dashboard. Access stops immediately.
Do this on the day someone leaves. A former colleague who can still see balances, or still approve a payment, is the most common gap in company account security.
Two things worth checking at the same time:
- Any card issued to that person. Freeze or cancel it from the cards screen.
- Whether they were your only approver. If so, assign the Approve role to someone else before you remove them, or payments will stall.
Removing a team member does not affect payments they already completed, and their history stays on the account.
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