Create teams and manage team members

Create teams to organise employees in Pleo. This makes it easier to track spend by department and set up review flows as your organisation grows.

Create a team

1. Go to the People tab
2. Select Teams
3. Click Create team
4. Enter a name
5. Select Confirm
6. Add team members from the dropdown menu

After you create the team, it will appear in your Teams list on the People tab.

Add team members to an existing team

1. Go to the People tab
2. Select Teams
3. Select the team you want to update
4. Add Team members from the dropdown menu

After you add team members, you can track their spend by filtering on their team in Export and Reports.

Use teams for reporting and review flows

Track spend by team

1. Go to Export 
2. Navigate to Reports
3. Under More filters, apply the Team filter

For example, you can:

• See how much each team is spending
• Support budgeting and internal chargebacks with team-level reporting

Set up review flows by team

You can also use them to build review flows that match your organisation's structure. Learn more about configuring team, tag, and company reviews.