The Staff page gives accounting firms one place to manage who has access to their firm's Melio account, and which clients each person can work with. From here, you can invite and remove staff members, assign them to specific clients, and control their permissions.
This guide will cover the following:
- What you can do from the Staff page
- How to get started using the Staff page
- Where to learn more about the Staff page
What you can do from the Staff page
From the Staff page, you can:
- Invite and remove staff members
- Assign staff members to specific clients, with an individual role for each
- Set firm-level permissions for each staff member
- See who's working with which clients, and how many clients each person is assigned to
If you go to Settings > Users and roles to manage your staff, you'll see a banner directing you to the Staff page instead. Owners and Admins can select Go to Staff.
If you are not an Admin, you will be shown a Go to clients button and a message to reach out to an Admin if you need access to manage the firm's staff.
How to get started using the Staff page
1- Sign in to your firm's Melio account.
2- Select Staff on the left sidebar.
3- This opens a list of your current staff members, along with their Firm role (Owner, Admin, or Member) and the number of clients each one has assigned.
Only your firm's Owner and Admins can access the Staff page.
Where to learn more about the Staff page
For step-by-step instructions on specific tasks, see:
- How to add a staff member to your accounting firm in Melio
- Assigning an accounting firm's staff member to a client
- Removing a staff member from a firm's account
- Managing staff members' access to your firm's bills, payments, and settings
- How to transfer firm ownership in Melio
- Melio Roles & Permissions
That's it! You now know your way around the Staff page and where to go for more detailed help.