How do I add admin(s) and team members via the Pleo partner portal?

The first admin

The first person you invite to your client’s account will have admin access. 

This means that they can add team members, organise departments, load the company's wallet, order cards… and generally have full control and visibility over account settings, you get the picture!

This contact can be added either during the verification process, or after the business has been verified.

Once the client’s company is verified, you (or the Admin) need to set up the team members in Pleo. This might be a handful of employees or better yet, the whole company!

Add members

  1. Navigate to People
  2. Click Add people
  3. Follow the instructions

Handy tip! A speedy way to add multiple contacts in bulk is by copy/pasting names and email addresses. Hit Invite and an email invite will be sent to all of them.

Good to know: 

  • If the invitation fails, double check that there are no empty spaces at either end of the e-mail address(es).
  • A virtual Pleo card is immediately available to the employee once they accept their invite and activate it in their Pleo phone app. 

Multiple admins

You can have multiple Admin roles per company, and can always add or remove Admins as needed. 

  1. Invite the user to join Pleo
  2. Navigate to People
  3. Select the profile of the user your want to make admin
  4. Change their Role to Admin

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