In this article you will be able to see how to invite different types of users and how to delete them. Please read the below information before you start.
Good to know:
By default, anyone you invite via the How to invite employees to Pleo steps will have the employee role in Pleo. You can change an employee to an admin once the invite has been accepted, check out this article on How to change the role of an Admin or Employee.
If the invitation fails, double check that there are no extra spaces at either end of the e-mail address(es). Still no luck? The e-mail could already be registered with Pleo on another account. If so, you can use an alias email address or look into getting your company on a multi-entity Pleo agreement.
How to invite employees to Pleo
In the web app, go to the "People" page.
Click "Add member" (in the top right side of the page).
Follow the on-screen instructions to invite one or many people at the same time.
How to invite your bookkeeper
Click on People.
Click "Add member" in the top-right.
Select "Invite external bookkeeper".
Choose the access level.
Enter the bookkeeper's details.
Done! Your bookkeeper will receive an email inviting them to join your company.
Keep in mind that external bookkeepers don't have access to Pleo cards. So if your bookkeeper is a colleague working in-house who might need their own payment card, you can choose to give them admin access instead. Admins have full access the company Pleo account, including bookkeeping tasks.
Limited access lets your external bookkeeper:
View and edit expenses
Edit accounting settings
Export expenses
Extended access includes everything that limited access gives, plus the ability to:
Invite and delete people from the Pleo account
Order plastic cards
Set and control spending limits
Access the Wallet page and view regular top-up info (see below for additional auto top-up permission)
Additional bookkeeper permissions
By default, all bookkeepers have access to settle Pocket expenses (i.e., that option is pre-ticked), but they do not have access to advanced Wallet permissions. But admins can always grant and/or revoke access to one or both features. Here's how:
Go to the People page.
Click the Bookkeeper role in the dropdown and click Apply:
3. Click on a bookkeeper.
4. Tick the boxes to enable or disable the additional permissions:
If you want to change a bookkeeper's access level you can do this by clicking on "Change" in the above image.
How to delete users (employees, bookkeepers, and other admins)
In the web app, go to the "People" page.
Click on the member you wish to delete.
Click the three dots in the top right corner.
Click "Delete member".
Click "Delete" to confirm.
Good to know:
Deleting users will permanently destroy their virtual and plastic cards and remove their access to Pleo. This action is irreversible.
Even when someone is deleted, you can still access their expense history by going to "Expenses" and entering their name or email in the search field.