Overview
If you need to remove users from the Ramp platform, follow these steps to terminate their account.
Terminate a user
- Go to the People tab.
- Locate and click on the employee you want to terminate.
- Click on 'Edit Profile'.
- Scroll down to the bottom of the page.
- You will find the option to remove the user.
Please note: Users will not be notified regarding the termination of their account.
If a user is present in an approval chain, you will need to remove them from the approval policy before you can terminate them from Ramp. Additionally, you'll be able to reassign or terminate the user's active cards when you follow the termination steps on your Ramp dashboard.
What happens to reimbursements?
- If a user has a pending reimbursement (not approved), it will be canceled upon termination.
- If a reimbursement has been approved and is ready for payment, it will still be processed.
What happens to transactions?
- Transactions made by the terminated employee will still be visible on your Ramp dashboard.
- You can download these transactions in the CSV export and review them if necessary.
- To locate the transactions, search the merchant name under the 'Transactions' tab or click on the terminated employee's profile.
- For accurate transaction records, it is recommended to use your accounting software as the source of truth.
Please note: Physical cards will always be terminated with the cardholder. The terminated employee's transactions will still be applied to your next statement. To prevent further transactions, it is advisable to terminate the card associated with the ex-employee.
What happens to pending card requests and pending invites for terminated users?
- Pending card requests and invites for terminated users will be deleted upon termination.
Terminate multiple users
If you have multiple users to remove from your Ramp account, you can terminate many at once.
- Go to the People tab
- Select the users you want to terminate by clicking the checkbox next to their names
- Once selected, you can click the Remove users button on the bottom right
- You will need to determine how to handle approvers who are being terminated. You have options to reassign approval seats to the terminated users' managers or select a single user to take the place of any approvers that are being terminated.
- You'll also need to decide what to do with virtual cards that belong to these users. You have the option to terminate cards, reassign to their managers, or reassign to a single user.