With Melio, you can give different team members the right level of access by assigning them different roles. It’s a simple way to keep things organized and make your account more efficient.
This article is relevant for: Core, Boost, and Unlimited subscribers.
Learn more about what happens when adding or removing team members.
Note: Are you subscribed to the Go plan?
The Go plan allows access to the business owner only.
To add other team members to your account, start by upgrading your plan.
This article will walk you through:
Managing your team and assigning roles on Melio
1 - Sign in to your Melio account.
2 - Select Settings on the left sidebar.
3 - Under the Company section, select User and roles.
Adding a new team member
1 - Select + Add user at the top right in the Users and roles page.
2 - An Add user window will appear. Fill in the details of the new team member:
- First name
- Last name
- Email address
3 - Select a role for a new user.
Please note:
- Learn more about available roles in this article.
- For a full breakdown of each role's permissions, check this guide.
- For Accountant or Contributor roles, you can set up approval for payments over a set amount. The default position is toggled off. Toggle on and set a payment amount.
4 - Select Invite user at the bottom right to complete the process.
Your new team member will be added to the users list.
An email will be sent asking them to accept your invitation. The new team member will remain grayed out until they accept.
Editing a team member’s role
1 - Select the three dots next to the name of the person you want to reassign a role.
2 - Select Edit user role from the dropdown list.
Want this team member to become the Owner of the Melio account?
1 - Select Make owner from the drop-down menu.
2 - Only one owner can be selected. Therefore, you will be asked to select a new role for yourself.
3 - Select Transfer ownership to confirm the action.
3 - In the Edit role window, select a new role you want to assign to this person.
4 - Select Save at the bottom right to complete the process.
That’s it. You can see the new role next to the team member’s name.
How to delete a team member from your users list
You can remove a user from the list, both before and after they have accepted your invitation.
1 - Select the three dots next to the person’s name.
2 - Select Remove user from the dropdown list.
3 - A pop-up window will appear asking you to confirm the action. Select Remove user to continue.
That’s it. The user will be removed from the Melio account.