Remove someone from your team
When an employee leaves the company, remove them to deactivate their access and hand their work to someone else. Their expenses stay on record.
When someone leaves the company, remove them from the team as part of your offboarding. Their access is deactivated immediately and their seat is freed. Everything they did stays on record.
Find the person
Go to Settings → Team → People and open the menu on their row.
Choose Remove from team
Click Remove from team.
Hand over their work
Choose who takes over their direct reports, their department head role and the projects they lead. Then confirm.
Their account in your company closes and any pending link is cancelled. Their name on expenses and the approvals they already gave don’t change.
Troubleshooting
“The live approval route points at this record directly”
The person is named in your published approval route — as the approver on a step, in a flow, or as the fallback approver. Click Change the approval route, publish a version without them, then remove them.
“This person owns the account that pays for these companies”. They need to hand billing ownership to another admin first. See Transfer account ownership.
I can’t find Remove on my own row or the Owner’s row. The company owner can’t be removed, and you can’t remove yourself.