The Team 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
Team dashboard lets you:
- Add and remove team members
- Assign team members to specific clients
- Set roles and permissions for each person
- See who’s working with which clients
Getting Started
1 - Select Team on the left sidebar.
2 - This opens the dashboard, where you’ll find a list of all current team members and the number of clients they’re assigned to.
Need to see exactly which clients a team member is working with?
Just hover over the client's number next to their name. A small window will pop up showing their full list of clients and the roles the team member has in each one.
Managing your team doesn’t have to be complicated. Use the dashboard to stay organized, secure, and focused.