Managing your accounting firm efficiently requires the right team with appropriate access levels. This guide explains how to add new team members to your firm's Melio account and set their permissions correctly.
Please note:
- Only the firm’s owner and admins can add new members to the team.
- After you add a new team member, they can only view and have access to the clients and actions you have allowed them.
How to add a new team member to your firm’s account
Follow these steps to add a new team member:
1 - Sign in to your firm’s Melio account.
2 - Select Team on the left sidebar.
3 - Select the + New member button.
4 - Fill in the new member details:
- First name
- Last name
Tip: Check the box if you want the new member to have full access to the firm’s Melio account.
5 - You can assign clients to the new team member at this stage or later.
- Assign now: Select Continue to assign clients to immediately set which clients this team member can access.
- Assign later: Select Invite only. Your new team member will receive an email invitation that they need to accept.
What happens next?
- The new team member will receive an email invitation that they must accept.
- Until they accept, their status will appear as "pending" in your team members list.
- Once the new team member accepts the invitation:
- Their name will appear like all the others, including the clients they were assigned to.
- You can manage their permissions as needed.
- You will get an email notifying you that they accepted the invitation.
That's it! You've successfully added a new team member to your Melio account. Once they accept the invitation, they can begin working with the clients and permissions you've assigned.