FAQ: How Do I Downgrade a Manager to a Member?

FAQ: How Do I Downgrade a Manager to a Member?

All of a Manager's assigned employees must be removed before they can be downgraded to a Member in Emburse Spend.

  1. On the Admin > People screen, use the Managed By filter to easily view all the Members who are managed by the Manager you wish to downgrade.

    People screen Managed By filter showing members managed by a selected manager.

  2. Click the EditPencil button on each Member and remove that Manager from their user profile via the drop-down. Then click Save.

    Edit User Profile window with Managed By field cleared for a member.

  3. Now find the Manager's user profile, change their Role to Member, and click Save.

    Edit User Profile window with Role set to Member for the manager.

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