Invite controllers

Invite a controller

A Controller is an accounting-focused user on your Pleo account who can review, export and manage key accounting/company settings. Having a controller on your account helps to give your finance team the access they need to keep books accurate and handle exports, without granting full admin control. Please note that controllers do not have access to a Pleo spending card.

Controller access types

Limited Access:

• View and edit expenses
• Edit accounting settings
• Export expenses

Extended access includes limited access and:

• Add and edit users
• Order plastic cards
• Set and control spending limits
• Manage vendor cards
• You can also grant your extended-access controller additional permissions, such as:
  1. Manage transfer rules - To allow account withdrawals, manage Direct Debits and Transfer Rules
  2. Settle out-of-pocket expenses
  3. Pay invoices

Invite a controller

1. Go to People
2. Click Add People
3. At the bottom of the page, click invite controller
4. Choose their access type
5. Enter their details and click Send Invite 
6. The controller will receive an email with the invitation to join your Pleo account

Change controller access and give additional permissions

1. Go to People
2. Navigate to Everyone
3. Select the controller
4. Edit the controller's access