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:
- Go to the People menu from the Pleo web app
- Select the Teams tab
- When creating teams you can assign a Team Name, a Team code (if already used internally) and reviewers if needed.
- Add all the relevant members as well as the reviewers. Reviewers of the team can see and edit the team's expenses, set and control spending limits, & block and unblock cards.