As an Administrator or Account owner, your can remove members from the list when they leave the company or do not use their Spendesk account.
Remove a member on Spendesk
head over to Settings > Organisation > Members.
Click on the member you want to delete.
Click on the red link at the bottom in the new window that pops up: "remove the member from your company".
Follow the instructions in the new window and then check the box that reads I acknowledge and confirm.
What happens when you remove a member?
Their single-use cards are deactivated.
Regarding subscription cards:
If your company is in EEA, you can directly choose to which user transfer subscription cards.
If your company is in UK, subscription cards must be deleted (subscription transfer is not available yet for UK companies)
Their physical card will be deactivated and removed from the platform.
The member won't be able to log in again or access their company account on Spendesk.
Also, email reminders will no longer work.
Controllers and Team Managers can continue to upload missing receipts on behalf of the removed user.
Why Can't I Delete a Member?
There are a few scenarios where a user cannot be removed:
If your company is based in the UK, you cannot delete a member who has active subscription cards. These cards must first be cancelled.
If the user is the account owner or organisation owner, they cannot be deleted. These roles must first be transferred to another member. See this guide for more information.
If you are using the HR Integration to automatically manage removals, you cannot manually remove a connected member. They must be marked as inactive in the HR tool, and the integration will handle the rest.
For any other issues where the user cannot be removed, please contact us.