Account & Settings
Logging in | User Access | Change details | Pleo Partners
By Aimee and 6 others7 authors30 articles
If you forget your passcode or need to change your authentication method
Log into Pleo with strong customer authentication
What to do if you have trouble logging in
Setting up your two-factor login
Logging into your Pleo account: "trust this device"
How to switch between multiple Pleo accounts
Why am I being blocked from using Pleo as an admin?
What is Strong Customer Authentication and PSD2?
Where to change an accountancy firm's access level (or disconnect them from your organisation)
Introduction to the Partner Portal
How to manage bookkeeping tasks for your clients
How do I add admin(s) and team members via the Pleo partner portal?
How to top-up a client's Pleo Wallet
How to add your clients
How to verify your client's Pleo account
How to connect your client's Pleo account to their accounting system
How to add colleagues and assign them to clients
How to pay invoices on behalf of clients