Transferring Melio account ownership allows your accounting firm to shift account management responsibilities to your client or another team member.
This guide explains the process of changing the owner of your client's Melio account.
The article contains these sections:
What is an account Owner?
- Has complete access to all account features and settings
- Can add, modify, or remove team members
- Controls billing and subscription settings
- Only one owner can exist per account
Learn more about owner permissions and other roles in this guide.
How to change the owner of your client’s Melio account
Follow these steps to assign the owner role to a different user:
1 - Open the Melio account of the desired client.
Please note:
Before proceeding, check the company name at the top left to make sure you are on the right account.
2 - Select Settings on the left sidebar.
3 - Under the Company section, select Users and roles.
4 - Find the user you want to make an owner in the list.
5 - Select a three-dot icon next to their name.
6 - In the actions menu, select Make an owner.
You can assign different roles to the users. Check this guide to learn more.
7 - A pop-up window will appear asking you to select a new role for yourself and confirm the change. Select Accountant as your new role from the drop-down list.
8 - Select Transfer ownership to confirm the change.
That’s it. You successfully changed the owner of your client’s account. They can now manage it.
You can learn more about different roles and permissions in this guide.