So, you're all set up and using Pleo but you may need to change the role of people as your needs change!

In this article we'll cover:

  • Who can change a users role

  • How to change the role of an Admin and/or Employee

  • The constraints of changing roles

  • How to change a bookkeepers access level

If you are unsure of what the roles are you can check out this article here.


Who can change a users role

The main role that has the ability to change other users roles is the Admin. However, if you are a bookkeeper with extended access you also have the ability to change roles. As an Admin, see how to give your bookkeeper extended access at the bottom of this article.


How to change the role of an Admin or Employee

An Admin can change the role of another Admin or an Employee by heading to the Pleo Web app.

  1. On the left hand menu, click on People.

  2. On the People page you can filter by Team, Role or you can search for the user directly.

  3. Once you select the user you wish to change a user control panel will open.

  4. Under General, scroll down to Role where you can change the users role from Employee to Admin or Admin to Employee.

  5. User role changed! Close the user control panel and go grab yourself a tea, you're done.


The constraints of changing roles

At this point you're probably wondering about the Bookkeeper role and why you can't see it in the user control panel. This because the Bookkeeper role requires an invite.

If you wish to change an existing user from an Admin or Employee role to a Bookkeeper, follow the steps below.

  1. Delete the existing user that you want to change to Bookkeeper.

  2. Invite/Re-invite the user as a Bookkeeper with the access level they require. You can check the access levels in this article under the Bookkeeper section.


How to change a bookkeepers access level

An Admin can change the access level of a bookkeeper by heading to the Pleo Web app.

  1. On the left hand menu, click on People

  2. On the People page you can filter by Team, Role or you can search for the user directly.

  3. Once you select the user you wish to change a user control panel will open.

  4. On the user control panel you can see the current access level of the bookkeeper, to change it click change.

  5. Once you click change a window will open, select the access level required and enter your passcode. If you have forgotten or don't know your passcode check out this article here.

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