Authentication — Secure Login

Use Pleelo with confidence.

When you sign in, your account is protected with your email address and password, and your session stays secure while you work.

What this means for you

• Your account is personal to you
• Your password protects access to your workspace
• You can reset access if you forget your password
• Your data is encrypted in transit

If you are setting up Pleelo for the first time, start by creating your account and then follow the onboarding steps after sign-in.

First Access

1. Go to pleelo.com
2. Click Sign In
3. Enter your email
4. Enter your password
5. Click Sign In

Tip: Check "Remember me" to avoid typing email every time.

Forgot Password?

1. On login page, click Forgot Password?
2. Enter your email
3. You'll receive email with reset link
4. Click link
5. Enter new password
6. Try logging in again

Important: Link expires in 24 hours.

What Is an Organization?

Your company, business, or project in Pleelo.

Example:

• User: John (me)
• Organizations I manage:
  • "John's Bakery"
  • "Express Mechanic Shop"
  • "JM Consulting"

One User, Multiple Businesses

One user (John) can manage several organizations. In each one has their own data, invoices, employees, etc.

Switch Organization

1. Top left, find current organization name
2. Click it
3. Select another from list
4. System loads that organization's data

Inviting Users

To add more people to your organization:

1. Go to Settings > Users
2. Click Invite User
3. Enter email
4. Select role (Admin, Accountant, Salesperson, etc.)
5. System sends invitation

When they accept, they have access to your data.