How do I Deactivate an Employee in Cardlay Expense?

For Administrators

Before deactivating an employee in Cardlay Expense, ensure they are not an Expense Manager for any team. If they are, appoint another employee as the Expense Manager before proceeding. Please note that you should also ensure that the card gets deactivated at Eurocard.

Steps to Deactivate an Employee:

1. Navigate to People:
   • Select "People" from the side menu.

2. Find the Employee:
   • On the People page, locate the employee you want to deactivate and click on their name.

3. Open Employee Information:
   • The employee's personal information will appear on the right side of the screen.

4. Deactivate the Employee:
   • Click the "Deactivate" button and follow the steps in the pop-up window to finish the deactivation process.

5. Successful Deactivation:
   • You have now successfully deactivated the employee, and they will no longer have access to the system. If you do not get the successfully deactivated message, please make sure that the user you're trying to deactivate are no longer an Expense Manager for a team. 

Important: Remember to deactivate the employee's corporate card at Eurocard.