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.
Before attempting removal, verify that the member has no active subscriptions by checking their profile and canceling any active ones if found.
Ensure there are no pending approval dependencies that need reassignment or cancellation.
What happens when you remove a member?
Their single-use cards are deactivated.
The subscriptions can be transferred to another user, and this action cancels the card for security reasons. The new subscription owner is notified, and needs to generate a new card as well as update the payment details in the merchant's website. See this guide for more info.
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.- For users in the UK, cancel the subscriptions connected with the UK wallet under the member’s profile by identifying the specific subscriptions and ensuring they are active before proceeding. See this guide for more details.
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 the system indicates that approvals are pending, reassign or cancel these pending approvals to proceed with member removal.
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.