Learn how to assign your team to specific client accounts

In the Partner Portal, as an Admin you will have an overview of all your Pleo clients.

To invite a colleague into your Portal, just head to People and click Add Member in the top right corner, entering their First Name and Email Address.

Handy tip! A speedy way to add multiple colleagues in bulk is by copy/pasting names and email addresses in from a spreadsheet.

Hit Invite and an email invite will be sent to all of them.

To assign your colleague access to a specific Pleo client, head to Clients on the left menu.

Choose a client and then click Add Bookkeeper, and select their name from the dropdown menu.

That client will then appear in their AssignedClients list when they next log into the Portal.

(Please note - your colleague must have already accepted your Portal invite first before this is possible!)

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