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User roles in Pleo
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How to invite, delete or update user roles in Pleo
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Invite controllers
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Invite external bookkeepers
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How is a "Reimbursements-only" employee different from a cardholder?
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How to add an accounting practice to your Pleo account
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Request access to Pleo on behalf of a colleague
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User management through your HR system
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User management through SCIM with Okta or Microsoft Entra
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Set-up SAML SSO with Okta, Microsoft Entra ID or a custom setup
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Introduction to the Partner Portal
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Change access level for an accountancy firm
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How to manage bookkeeping tasks for your clients
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How do I add admin(s) and team members via the Pleo partner portal?
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How to top-up a client's Pleo Account
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How to add your clients
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How to verify your client's Pleo account
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How to connect your client's Pleo account to their accounting system
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Manage users in the Partner portal
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How to pay invoices on behalf of clients
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Manage teams, clients and team members