Add all the team members you want in just a few clicks!
All it takes is to access the web app, go to Teams and click on Add Member.
Here, you need to write the first name followed by the email of the team member you wish to add. Make sure each team member is invited on a unique email address.
Do note that it is possible to add one's full name in the first name field.
Want to add several team members at once? Simply copy and paste the names and e-mails into the fields as shown below:
Next: Selecting Rights and Limits
From the Teams page, a Pleo admin can assign individual spending right and limits, once team members have been added.
Click on the blue Edit button next to the team member. From here, you can change the team member's role (Admin/Employee), add him/her to a team and set spending limits.