Creating Teams can be useful if you would like to separate your different members into relevant departments and to review incoming expenses within Pleo.
Follow these steps:
- Click on People on the main menu
- Select Teams, on the top of that page
- When creating teams you can assign a Team Name, a Team code (if already used internally) and reviewing if needed.
- Add all the relevant members. Then reviewers so they can see and edit that team's expenses, set and control spending limits, & block and unblock cards.