Follow these steps to remove a new team member using the Team dashboard:
Step 1: Click Team Dashboard.
Step 2: Click on the email address of the team member you'd like to remove.
Step 3: Click on Profile.
Step 4: Click on the red trashcan icon next to the green "Export Data" button.
Please keep in mind that once a member is removed, their information will be removed as well. We recommend generating and downloading a Data Export of their mileage and expenses before removing them to keep for your records.
* Click the "Export Data" button, if you wish to download and save your Team member's data (for future use) then you can proceed with removing the member from the Team dashboard.
Step 5: Click the "Yes" prompt and this team member will be removed.
*Click below for a video tutorial.
Need to update the number of seats in your plan for billing purposes? Click here to learn how.
Have questions? Let us know by reaching out at firstname.lastname@example.org. We're always happy to help!