Transfer admin ownership when an admin leaves

If an Admin is leaving your company, you can keep your Pleo account covered by assigning another Admin (this can be an existing user) and then removing the leaving Admin’s access.

1. Assigning a new admin

If the person you want to assign as an admin is not yet part of your Pleo account:

1. Go to the People page
2. Click Add people
3. Follow the on-screen instructions to send an invite
4. Once they accept the invitation and join, you can update their role to admin by following the steps below

If the person is already part of your Pleo account:

1. Go to the People page
2. Click on the member you wish to change role
3. Select Admin

2. Remove the leaving Admin

1. Go to People in the Pleo web app
2. Select the Admin who is leaving
3. Click the three dots in the top right corner
4. Click Delete member and Delete to confirm