Managing your accounting firm efficiently requires giving each staff member the right level of access. This guide explains how to invite a new staff member to your firm's Melio account, set their firm-level permissions, and assign them to specific clients with individual client roles.
Only your firm’s Owner and Admins can add new members to the staff.
How to invite a new staff member to your firm's account
1- Sign in to your firm’s Melio account.
2- Select Staff on the left sidebar.
3- Select + Invite staff.
4- Enter the new member's First name, Last name, and Email.
5- Under Member permissions, select Set as Admin if you want this member to have full admin access, including the ability to manage other staff members and access all firm settings.
If you don't select Set as Admin, this member's Firm role will show as Member in your staff list.
6- Select Manage payables for this firm if you want this member to manage the firm's own bills and payments. This is separate from any access they have to individual clients' bills and payments.
7- Select Require Admin approval for client payments over a set amount if you want an Admin to approve any client payments this member makes above a certain dollar amount.
If you select this, enter the threshold in the Payment amount field.
This amount can be changed later from each client's account settings.
8- Under Assigned clients, use the Search clients field to find a specific client, or click Select all to select every client at once.
9- For each client you select, select a Client Role from the dropdown: Admin, Accountant, Contributor, Approver, or Viewer.
Each client role gives this member a different level of access to that specific client's account. For a full breakdown of what each role can do, see this guide.
Client roles are separate from your firm-level Admin setting above.
10- Select Invite staff member.
That's it! You've successfully invited a new staff member to your firm's Melio account. They'll receive an email invitation to join, and until they accept it, their status will appear as Pending in your staff list.
Once they accept, they can start working with the permissions and clients you assigned. If you ever need to update their firm-level permissions or client assignments at any time, please see this guide.