User roles define what actions an employee can perform in Pleo. Only users with Administrator access can assign or modify roles.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.
Assign a role to an employee
- Open the Pleo application
- Navigate to People
- Select the employee
- Open Permissions
- Assign the appropriate role:
- Employee
- Expense reviewer
- Bookkeeper
- Administrator
- Save your changes
Role assignment considerations
- Only Admins can configure integrations and exports
- Expense reviewers control when expenses become accounting-ready
- Bookkeepers manage accounting configuration and exports