How does a Requester become Inactive?

Audience: Requester, Company

Once a Requester no longer needs access to Reimbi, their account should be made Inactive. A Requester account in Inactive status means they can no longer log in to Reimbi. 

There are four ways a Requester can become inactive:

1 - Requester deactivates their account

A Requester can indicate that they have no expenses to submit and no longer require access. Some Reimbi emails to Requesters contain a direct link to deactivate their account. Alternatively, a Requester can click the three dots in the lower left of their Reimbi dashboard to Manage Profile -> Account Settings -> Deactivate Account. A Requester can also use the Help feature's Contact Us button and Reimbi Support can deactivate the account. 

2 - Staff User deactivates the account

A Staff User with the necessary permissions can mark a Requester account as Inactive by opening the Requester's profile from the requester table. 

3 - Automatic deactivation using a company setting

Companies have the option of automatically deactivating an account. This is done via a setting in the requester policy in company settings. This setting can be accessed by Staff Users with the Admin role.  

4 - Automatic deactivation after inactivity

In keeping with Reimbi's privacy rules, a notification will be sent to any Requester who has not been active in Reimbi for 90 days. The Requester may choose to keep their account active. Otherwise, their account is marked Inactive.