Below you will find step-by-step instructions to remove a user from a given policy. Note that you will need to be a policy admin in order to add/remove users.
Removing a policy member
- Important: Make sure the employee has submitted all open reports and the reports have been approved, reimbursed, etc. as needed.
- Select Admin > Policies > [Select Policy] > People.
- Select the person you'd like to remove and click the Remove button at the top of the People table.
If this person was an approver, you'll want to make sure that reports are not routing to them any longer in the workflow. Make sure to adjust for these.
All reports from this person on this policy will still be available and searchable, so you will not lose any data. Open reports will be the only reports that will be taken off the policy and removed from the admin's view. The employee will also still have view of all reports in his or her account, but the policy will simply appear as "(not shared)" for the reports that existed on the policy.