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User roles define what actions an employee can perform in Pleo. Only users with Administrator access can assign or modify roles.

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Assign a role to an employee

  1. Open the Pleo application
  2. Navigate to People
  3. Select the employee
  4. Open Permissions
  5. Assign the appropriate role:
    • Employee
    • Expense reviewer
    • Bookkeeper
    • Administrator
  6. Save your changes

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Role assignment considerations

  • Only Admins can configure integrations and exports
  • Expense reviewers control when expenses become accounting-ready
  • Bookkeepers manage accounting configuration and exports
Assign roles carefully to ensure proper approval and export workflows.

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What comes next?