During the verification process (or after, depending on what you can do on behalf of your client), you can invite an admin to manage your client's account.
The first person you invite to their account will get admin access. That means that they will be able to add more team members, load the company's wallet (if you don't have access), order cards, set up the team, etc. You can always add or remove admins as needed.
To invite an admin to their Pleo account, just go to People in the main menu of the app and select Add admin in the top right corner.
Once the client’s company is verified, you (or the admin) need to set up the members of the team in Pleo. This might be a handful of employees or even better, the whole company.
To invite users to Pleo, just go to People in the main menu of the app and select Add Member in the top right corner.
Enter the first name and email address of the user.
A quick way of entering a larger number of employees is copy/pasting first names and emails in from a spreadsheet. Hit Continue and an email invite is sent to all of them.
The video below shows how it works:
Good to know: If the invitation fails, double-check that there are no extra spaces at either end of the e-mail address(es).
A Virtual Pleo card is immediately available to the employee when they accept their invite, they just have to activate it in the app.