What to do when an employee changes role or leaves the company

Audience: Company

When a person that has the Staff User role should no longer have Reimbi access, that user account should be deactivated and their Requesters should be reassigned to another Staff User. This can be done by a person that has the Reimbi Admin Role for your company.

Step 1: Deactivate Staff User's Account

Go to Company Settings --> Staff Accounts. 

Click on the Staff User's name and the Edit Staff User Window will appear. 

Change Status from 'Active' to 'Inactive,' remove permissions, and then click Update. 

Step 2 - Reassign Requesters

Next, you will reassign any Requesters that this person is listed as the Approver for. As soon as you update their status to Inactive, the window pictured below will appear. Use the dropdown menu to select the Staff User you wish to take on the Approver role, then click Reassign.

If you need any assistance with these two steps please let us help by contacting us at support@reimbi.com.