The Staff Management feature in Melio is designed to give accounting firms better control over how they work with staff and clients. From one dashboard, you can manage your team, assign client access, and set permissions, making collaboration more secure and efficient.
What can you do
Staff dashboard lets you:
- Add and remove staff members
- Assign staff members to specific clients
- Set roles and permissions for each person
- See who’s working with which clients
Getting Started
1 - Select Staff on the left sidebar.
2 - This opens the dashboard, where you’ll find a list of all current staff members and the number of clients they’re assigned to.
Need to see exactly which clients a staff member is working with?
1 - Select a three-dot icon next to the staff member name.
2 - In the actions menu, select Manage clients.
A window will pop up showing the full list of clients and the roles the staff member has in each one.
Managing your staff doesn’t have to be complicated. Use the dashboard to stay organized, secure, and focused.