> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Get Access to Staging (OAuth 2.0)

export const WhatComesNext = ({children, href}) => <div className="mt-4">
    <a href={href} className="btn-primary">
      {children} →
    </a>
  </div>;

export const RememberCallout = ({title, children}) => <div className="callout-box callout-remember">
    <div className="callout-row">
      <span className="callout-icon">
        <svg width="22" height="22" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M229.66,98.34,172.39,155.8c11.46,22.93-1.72,45.86-10.11,57a8,8,0,0,1-12,.83L42.34,105.76A8,8,0,0,1,43,93.85c29.65-23.92,57.4-10,57.4-10l57.27-57.46a8,8,0,0,1,11.31,0L229.66,87A8,8,0,0,1,229.66,98.34Z" opacity="0.2" /><path d="M235.32,81.37,174.63,20.69a16,16,0,0,0-22.63,0L98.37,74.49c-10.66-3.34-35-7.37-60.4,13.14a16,16,0,0,0-1.29,23.78L85,159.71,42.34,202.34a8,8,0,0,0,11.32,11.32L96.29,171l48.29,48.29A16,16,0,0,0,155.9,224c.38,0,.75,0,1.13,0a15.93,15.93,0,0,0,11.64-6.33c19.64-26.1,17.75-47.32,13.19-60L235.33,104A16,16,0,0,0,235.32,81.37ZM224,92.69h0l-57.27,57.46a8,8,0,0,0-1.49,9.22c9.46,18.93-1.8,38.59-9.34,48.62L48,100.08c12.08-9.74,23.64-12.31,32.48-12.31A40.13,40.13,0,0,1,96.81,91a8,8,0,0,0,9.25-1.51L163.32,32,224,92.68Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

export const NoteCallout = ({title, children}) => <div className="callout-box callout-note">
    <div className="callout-row">
      <span className="callout-icon">
        <svg width="22" height="22" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M208,104a79.86,79.86,0,0,1-30.59,62.92A24.29,24.29,0,0,0,168,186v6a8,8,0,0,1-8,8H96a8,8,0,0,1-8-8v-6a24.11,24.11,0,0,0-9.3-19A79.87,79.87,0,0,1,48,104.45C47.76,61.09,82.72,25,126.07,24A80,80,0,0,1,208,104Z" opacity="0.2" /><path d="M176,232a8,8,0,0,1-8,8H88a8,8,0,0,1,0-16h80A8,8,0,0,1,176,232Zm40-128a87.55,87.55,0,0,1-33.64,69.21A16.24,16.24,0,0,0,176,186v6a16,16,0,0,1-16,16H96a16,16,0,0,1-16-16v-6a16,16,0,0,0-6.23-12.66A87.59,87.59,0,0,1,40,104.49C39.74,56.83,78.26,17.14,125.88,16A88,88,0,0,1,216,104Zm-16,0a72,72,0,0,0-73.74-72c-39,.92-70.47,33.39-70.26,72.39a71.65,71.65,0,0,0,27.64,56.3A32,32,0,0,1,96,186v6h64v-6a32.15,32.15,0,0,1,12.47-25.35A71.65,71.65,0,0,0,200,104Zm-16.11-9.34a57.6,57.6,0,0,0-46.56-46.55,8,8,0,0,0-2.66,15.78c16.57,2.79,30.63,16.85,33.44,33.45A8,8,0,0,0,176,104a9,9,0,0,0,1.35-.11A8,8,0,0,0,183.89,94.66Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

export const RecommendedCallout = ({title, children}) => <div className="callout-box callout-recommended">
    <div className="callout-row">
      <span className="callout-icon">
        <svg width="22" height="22" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M229.06,108.79l-48.7,42,14.88,62.79a8.4,8.4,0,0,1-12.52,9.17L128,189.09,73.28,222.74a8.4,8.4,0,0,1-12.52-9.17l14.88-62.79-48.7-42A8.46,8.46,0,0,1,31.73,94L95.64,88.8l24.62-59.6a8.36,8.36,0,0,1,15.48,0l24.62,59.6L224.27,94A8.46,8.46,0,0,1,229.06,108.79Z" opacity="0.2" /><path d="M239.18,97.26A16.38,16.38,0,0,0,224.92,86l-59-4.76L143.14,26.15a16.36,16.36,0,0,0-30.27,0L90.11,81.23,31.08,86a16.46,16.46,0,0,0-9.37,28.86l45,38.83L53,211.75a16.38,16.38,0,0,0,24.5,17.82L128,198.49l50.53,31.08A16.4,16.4,0,0,0,203,211.75l-13.76-58.07,45-38.83A16.43,16.43,0,0,0,239.18,97.26Zm-15.34,5.47-48.7,42a8,8,0,0,0-2.56,7.91l14.88,62.8a.37.37,0,0,1-.17.48c-.18.14-.23.11-.38,0l-54.72-33.65a8,8,0,0,0-8.38,0L69.09,215.94c-.15.09-.19.12-.38,0a.37.37,0,0,1-.17-.48l14.88-62.8a8,8,0,0,0-2.56-7.91l-48.7-42c-.12-.1-.23-.19-.13-.5s.18-.27.33-.29l63.92-5.16A8,8,0,0,0,103,91.86l24.62-59.61c.08-.17.11-.25.35-.25s.27.08.35.25L153,91.86a8,8,0,0,0,6.75,4.92l63.92,5.16c.15,0,.24,0,.33.29S224,102.63,223.84,102.73Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

<RecommendedCallout title="Recommended Workflow">
  This guide applies **only to Pleo Partners**. All partner integrations must use **OAuth 2.0** as their authentication method.
</RecommendedCallout>

Follow these steps to gain access to the **Pleo Staging environment** as a Pleo Partner and verify that you can log in successfully.

Staging access is a required first step before registering your integration and using Pleo’s APIs with OAuth 2.0.

## Prerequisites

Before you begin, make sure you have:

* A company or organisation intending to build an integration with Pleo
* A company email address to register with Pleo
* A secure place to store access credentials

This guide assumes:

* You are onboarding as a **Pleo Partner**
* You do not yet have Staging credentials

## Steps

### 1. Request Pleo Partner API Access (Partner Onboarding)

* You complete the [**Pleo Partner API Access Request**](https://forms.gle/ZW1Xp5jqwKWVmK9K9) form to register **your integration** intent.
* You provide details about:
  * Your company or organisation
  * Your intended ERP or Accounting System that you want to integrate with Pleo
  * Planned API usage

### 2. Review and Approval

* Pleo reviews your partner request to ensure technical and security alignment.

### 3. Developer Partner Registration

Complete the **Developer Partner Registration** form sent by Pleo and supply your integration details based on your use case:

* [You're managing the full token lifecycle](/docs/current/how-tos/oauth/how-to-register-an-oauth-client#1-provide-registration-data) in Staging
* [You're using Postman to handle the token lifecycle](/docs/current/how-tos/oauth-postman/how-to-register-an-oauth-client-postman) in Staging

<NoteCallout title="Good to Know">
  You don’t need a fully functional integration to get started.\
  Pleo can register a placeholder OAuth 2.0 client so you can obtain credentials and begin testing in Staging.
</NoteCallout>

### 4. Receive Staging Credentials

* Pleo creates a Staging company populated with **dummy data** for testing and development.
* Pleo provides your **Staging login credentials** securely via 1Password.
* Pleo provides your **OAuth 2.0 client credentials** (**Client ID** and **Client Secret**) via 1Password.

### 5. Verify Staging Credentials

* You retrieve and securely store your login details within **7 days** of notification.
* You log in at [https://app.staging.pleo.io/login](https://app.staging.pleo.io/login) using the credentials provided.
* You confirm that you can access the dashboard, see pre-loaded test data, and navigate the main sections of the Staging interface.

## Result

After completing these steps:

* You have access to the Pleo Staging Environment as a Pleo Partner and can explore the pre-loaded test data.
* You have **registered your OAuth 2.0 client** and have received your **Client ID** and **Client Secret**.
* You are **not yet ready for API testing**. You need to follow the rest of the OAuth 2.0 Setup Workflow Guide to make successful API calls.

<RememberCallout title="Remember">
  The `Authorization: Bearer <token>` header must contain a valid OAuth 2.0 **access token** issued by Pleo.\
  This is **not** the Client Secret and cannot be used until the OAuth 2.0 workflow has been completed.
</RememberCallout>

## What Comes Next?

<WhatComesNext href="/docs/current/guides/environment-access/staging-oauth-workflow#2-complete-oauth-2-0-setup">
  Go back to the OAuth 2.0 Access to Staging Workflow Guide
</WhatComesNext>

***

<div className="text-xs uppercase" style={{ fontVariant: 'small-caps' }}>
  this how-to is part of:
</div>

<div className="mt-4 flex flex-wrap gap-2">
  <a
    href="/docs/current/guides/environment-access/staging-oauth-workflow"
    className="inline-flex items-center rounded-full border border-gray-300 dark:border-gray-600 
px-3 py-1 text-xs font-medium 
bg-white dark:bg-[#1f262b] text-black dark:text-white
hover:bg-gray-100 dark:hover:bg-[#2b2f33]
transition-colors"
  >
    OAuth 2.0 Access to Staging Workflow Guide
  </a>

  <a
    href="/docs/current/guides/oauth-workflow-guide"
    className="inline-flex items-center rounded-full border border-gray-300 dark:border-gray-600 
px-3 py-1 text-xs font-medium 
bg-white dark:bg-[#1f262b] text-black dark:text-white
hover:bg-gray-100 dark:hover:bg-[#2b2f33]
transition-colors"
  >
    OAuth 2.0 Setup Workflow Guide (Manual Token Lifecycle)
  </a>

  <a
    href="/docs/current/guides/oauth-workflow-guide-postman"
    className="inline-flex items-center rounded-full border border-gray-300 dark:border-gray-600 
px-3 py-1 text-xs font-medium 
bg-white dark:bg-[#1f262b] text-black dark:text-white
hover:bg-gray-100 dark:hover:bg-[#2b2f33]
transition-colors"
  >
    OAuth 2.0 Setup with Postman Workflow Guide
  </a>
</div>

***
