How to add your clients

Invite a new client

1. Access the Partner Portal
2. Go to Clients
3. Click Invite Client in the top right corner
4. Enter the details of the person who will act as the Admin for your client's account
5. Specify the company size 
6. Start typing the company name and select the correct entity from the dropdown list
7. Click Send invite 

What happens next for your client

Once you have sent the invitation to a new client, here is what they can expect. 

1. Your client will receive an email from Pleo inviting them to join your company
2. Once the invite is accepted, they will be taken to the Pleo web app
3. The invitee will be asked to provide their personal information, such as their email address and mobile phone number
4. They will need to set your access level to either Limited or Extended access
5. They must grant Power of Attorney (PoA) to complete the setup

Once you are able to manage their account, the final step is to help your client through the verification process.