Skip to main content

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.

Employees must be added to Pleo before they can submit expenses, receive cards, or participate in approval workflows. This how-to article explains how to add employees directly in the Pleo application.

​
Before you begin

  • You must have Administrator access
  • Your company must be active in Pleo

​
Add employees manually

  1. Open the Pleo application
  2. Navigate to People
  3. Click Add People
  4. Enter the employee’s email address
  5. Click Continue

​
Select card and reimbursement access

Choose the appropriate access level:
  • Card only
    For employees who use Pleo cards for all business spending
  • Card and reimbursements
    For employees who use cards and submit out-of-pocket expenses
  • Reimbursements only
    For employees who submit expenses without using a card

​
Next steps

After adding an employee, you can: