Getting started with user access
- User roles in Pleo
- How is a "Reimbursements-only" employee different from a cardholder?
- How to add an accounting practice to your Pleo account
- How to invite, delete or update user roles in Pleo
- User management through SCIM with Microsoft Entra
- Invite external bookkeepers
- Request access to Pleo on behalf of a colleague
- User management through your HR system
- Set-up SAML SSO with Okta, Microsoft Entra ID or a custom setup
- Invite controllers
- Confirming your nationality & country of residence in Pleo