Get started as admin

Here are a few essentials for you as a Pleo Admin:

Invite users and assign roles:

1. Go to People
2. Click, Add people
3. Invite users who need access to Pleo
4. Assign rolesbased on the users responsibility
   • Only give Admin access to people who need to manage company-level settings and configuration

Get employees started with Pleo:

1. Employees need to accept the invite, set up login security, download the mobile app, and log in
2. Get employees started here

Set up accounting and exports:

1. Go to Settings
2. Select Accounting
3. Locate and connect your accounting system (if applicable)
4. Configure bookkeeping basics (categories, tags, contra accounts etc)
5. Export expenses when they’re ready

Configure reviews (optional, but recommended):

• Use reviews to make sure expenses are checked before export:
  • Team review (for team leads)
  • Tag review (based on tags like department/project/client)
  • Company review (for Finance)
  • Learn how to configure team, tag, and company reviews 

You can find some other useful topics below, refer back to it whenever you need it.

Good to know: Follow our Admin onboarding checklist to quickly set up the most important things.