If you need to permanently remove a team member from your group, please watch this brief tutorial or follow the steps below:
Step 1: Click Team Dashboard.
Step 2: Click on Members on the left sidebar menu
Step 3: Use the search bar to locate the team member by name, email, or Employee ID (if applicable).
Step 4: Once you've clicked on the profile, click on the red trashcan icon next to the green "Export Data" button.
* Please Note: 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.
Need to update the number of seats in your plan for billing purposes? Click here to learn how.
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