How to switch between multiple Pleo accounts

Good to know before you get started 

If you have multiple accounts at Pleo, you can switch between them without having to log out and back in again. This article applies to admins, employees, and external bookkeepers. If you are a Pleo Partner, account switching works a little differently. Learn how to switch between client accounts in the Partner Portal.

• The same email address can only be linked to one admin or employee account. For admins and/or employees to be linked to multiple Pleo accounts, they need to use a different email address or an alias email for the additional account(s).

• If you are an external bookkeeper, however, your email address can be connected to limitless client accounts, as well as a single admin or employee account.

Account switching in Pleo's web app

1. Log into any one of your accounts.

2. Click on your profile in the bottom left corner.

3. Click Add account: 
   
   

   

4. Click "Trust this browser."

5. Fill out your login credentials for the additional account.

Done! You'll be able to switch around by clicking back on your profile picture and then on the desired account.

Account switching in Pleo's mobile app (for admins and employees only)

1. Log into any one of your accounts.

2. Click on the profile icon in the bottom right corner of the app.

3. At the top of the screen, click the three dots next to your name.

4. Click Add account.

5. Fill out your login credentials.

Done! To switch back, return to the profile section, click on the three dots, and then click on the desired account.

Good to know:

• For admins and employees with multiple accounts, logging out of Pleo will log you out of all accounts. Each time you log out and back in again, you will need to add accounts from scratch.

• Switching between accounts works the same way for non-partner bookkeepers as it does for admins and employees. That said, an important difference is that external bookkeepers will maintain the same account overview even when they've logged out and back in again.