Removing Team Members

 

Removing Team Members

If an employee departs from your company, you can easily deactivate their profile on Teampay and make sure all of their cards and requests are routed to someone else. This ensures there are no bills missed or cards falling through the cracks. After you receive the notification that the user has been removed from your organizations Slack or GSuite account you’ll want to navigate to the profile of the user you want to offboard;

1. Select ‘Actions’ on the user’s profile in the upper right corner.
2. Select ‘Offboard User’.

3. Now you’ll want to make sure you reassign all of the users Teampay cards and requests. This action is very important because it ensures any cards associated with the user are still be overseen.

4. After you reassign all the user’s cards and requests - the new approvers and cardholders will be notified.