Role: ✔ Admin, ✔ Budget Owner, ✖ Accountant, ✖ Bookkeeper, ✖ Employee
Ever found yourself needing to shake up your budget members? Fear not, because we've got your back. In this guide, we'll breeze through the process of removing a budget member like a pro. Whether it's for strategic reasons or just time to mix things up, let's dive in and make this process as painless as possible!
1. Navigate to the ‘Budgets’ page on the sidebar.
2. On the ‘Budgets’ page, click into a budget to enter the ‘Budget Profile’ page.
3. Under ‘Members’, choose the member you want to remove and click on the three dots in the “Action” column on their profile row. Click ‘Remove’.
4. You will be brought to a pop-up to confirm the removal. To proceed, type ‘REMOVE’ on the confirmation modal and click ‘Confirm’.
The budget member will be removed successfully, and you will be redirected back to the ‘Budget Profile’ page.
In the following scenarios, Admin/Budget Owners cannot remove members:
- If there won't be a budget owner in the budget after removing a member.
- If the member won’t be in any budgets after being removed from a budget.
- If the member has cards in the budget, including both active and disabled cards.
And that's how you remove a budget member from a budget! Making changes to your budgets on Summit is incredibly easy. We hope this guide has been helpful. If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!