Users who are linked users, and have access to more than one ExpenseIn account with their user sign-in, can have their user record deleted independently for each separate account.
Note: Deleting a linked user from one ExpenseIn account will not remove them as a user from all linked accounts.
Before deleting a linked user you must ensure:
The user is removed from PA Assist and any Approval Flows where they are an approver.
All outstanding Draft expenses have been submitted by the user, or by an ExpenseIn Finance user.
How to delete a linked user
1. Click the Account Name > Admin.
2. By default, you'll be taken to the Users page in the User Management section.
3. You can find the user you want to delete by using the Filter options available.
4. Click the three dots icon to the right-hand side of the user's name and select Delete from the drop-down.
Note: If you'd like to delete more than one user, tick the checkboxes next to their name, click the Actions button and select Delete from the drop-down.
5. Read the Delete User confirmation and click Continue.
The user profile has been deleted. The expense history for the user profile is still available in the Finance area.