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Update and rename Close-Account.md to Close-or-reopen-account.md
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docs/articles/expensify-classic/settings/Close-or-reopen-account.md
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--- | ||
title: Close or reopen account | ||
description: Close or reopen an Expensify account | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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# Close an account | ||
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Closing your account will delete the data associated with the account. However, transactions shared with other accounts, including approved and reimbursed company expenses, will still be visible under those accounts. We may also be required to retain certain transaction records in compliance with laws in various jurisdictions. | ||
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{% include info.html %} | ||
If you no longer need a group workspace but want to keep your historical data, you can ask the Workspace Admin to remove you from the workspace, or you can delete the workspace if you own it. Once removed from the workspace, you will automatically be downgraded to a free account and will continue to have access to your Expensify account and all of your data. | ||
{% include end-info.html %} | ||
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{% include selector.html values="desktop, mobile" %} | ||
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{% include option.html value="desktop" %} | ||
1. Hover over Settings, then click **Account**. | ||
2. Scroll down to the bottom of the page and click **Close Account**. | ||
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{% include info.html %} | ||
If you don’t see this option, you have a domain-controlled account and will need to ask your Domain Admin to delete your account. | ||
{% include end-info.html %} | ||
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3. Use your phone or email to confirm the changes. | ||
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{% include end-option.html %} | ||
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{% include option.html value="mobile" %} | ||
These instructions may vary based on your device. | ||
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1. Tap the menu in the top left. | ||
2. Tap **Settings**. | ||
3. Scroll down to the Others section and tap **Close Account**. | ||
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{% include info.html %} | ||
If you don’t see this option, you have a domain-controlled account and will need to ask your Domain Admin to delete your account. | ||
{% include end-info.html %} | ||
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4. Use your phone or email to confirm the changes. | ||
{% include end-option.html %} | ||
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{% include end-selector.html %} | ||
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# Reopen a closed account | ||
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If you closed your own account, follow the directions below to reopen it. However, if your Expensify account was closed by a Domain Admin, a Domain Admin for that domain must invite the closed account as a new member. | ||
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1. Sign in to Expensify using the email address or phone number associated with the closed account. | ||
2. Click **Reopen Account**. | ||
3. Open your email and click the link from Expensify. | ||
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Your account is now reopened. You can recreate any necessary workspaces, adjust your settings, and access any historical data you previously shared with other accounts. | ||
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{% include info.html %} | ||
Any data or reports that weren’t shared were permanently deleted when the account was closed. | ||
{% include end-info.html %} | ||
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# FAQs | ||
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**I’m unable to close my account.** | ||
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If your account has an outstanding balance or if you have been assigned a role under a company’s Expensify workspace, you may encounter an error message during the account closure process, or the Close Account button may not be available. Here are the steps to follow for each scenario: | ||
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- **Account Under a Validated Domain**: A Domain Admin must remove your account from the domain. Then you will be able to successfully close your account. | ||
- **Sole Domain Admin**: If you are the only Domain Admin for a company’s domain, you must assign a new Domain Admin before you can close your account. | ||
- **Workspace Billing Owner with an annual subscription**: You must downgrade from the annual subscription before closing the account. Alternatively, you can have another user take over billing for your workspaces. | ||
- **Company Workspace Owner**: You must assign a new workspace owner before you can close your account. | ||
- **Account has an outstanding balance**: You must make a payment to resolve the outstanding balance before you can close your account. | ||
- **Preferred Exporter for a workspace integration**: You must assign a new Preferred Exporter before closing your account. | ||
- **Verified Business Account that is locked**: You must unlock the account. | ||
- **Verified Business Account that has an outstanding balance**: You must make a payment to settle any outstanding balances before the account can be closed. | ||
- **Unverified account**: You must first verify your account before it can be closed. | ||
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</div> |