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

Modified on Tue, 28 Sep 2021 at 12:27 PM

When a person that has the staff user role should no longer have Reimbi access that user account should be deactivated. This can be done by a person that has the Reimbi admin role for your company. 

The action is completed in Company Settings --> Staff Accounts. Click on the user's name, choose the status 'Inactive', remove permissions, and then click Update. 

The second step is to reassign any requesters (candidates) that this person is listed as the approver for. If the person being made inactive is the assigned approver for any requesters, you will have the opportunity to reassign the requesters to another approver. 

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

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