You can assign specific clients to your staff members to control what accounts each person can access when signing into Melio. Each client is assigned individually, with its own client role, so a staff member's access can be tailored to only the clients they're responsible for.
Only your firm's Owner and Admins can assign clients to staff members.
This guide covers:
- How to assign clients to an existing staff member
- How to assign clients when adding a new staff member
How to assign clients to an existing staff member
1- Sign in to your firm’s Melio account.
2- Select Staff on the left sidebar.
3- Find the staff member for whom you want to assign clients. Use the Search staff field if needed.
4- Select the three-dot icon next to the staff member you want to assign clients to, then select Edit member.
You can also select the staff member's row to open the Staff member details page, then select Edit.
5- Scroll down to Assigned clients.
6- Select the checkbox next to each client you want to assign. You can use the Search clients field to find a specific client, or click Select all to select every client at once.
To unassign a client, uncheck their box. If a staff member is listed as the Owner for a client, the checkbox and role dropdown for that client will be grayed out and can't be changed.
7- For each client you select, select a Client Role from the dropdown for your staff member: Admin, Accountant, Contributor, Approver, or Viewer.
Client roles are separate from your firm-level Admin setting. For a full breakdown of what each role can do, see Melio Roles & Permissions.
8- Select Save.
If the client you're unassigning has payments pending approval from this staff member, a Payments pending approval warning will appear. Review the warning and select Unassign client to continue.
That's it! You've successfully updated this staff member's client assignments. They'll now have access only to the clients and roles you've assigned.
How to assign clients when adding a new staff member
You can also assign clients as part of inviting a new staff member. For the full invite process, see How to add a staff member to your accounting firm in Melio. This section will only cover the client assignment step.
1- Start inviting a new staff member. After entering their details and setting their firm-level permissions, scroll down to Assigned clients.
2- Select the checkbox next to each client you want to assign. You can use the Search clients field to find a specific client, or click Select all to select every client at once.
3- For each client you assign, select a Client Role for your staff member from the dropdown: Admin, Accountant, Contributor, Approver, or Viewer.
Client roles are separate from your firm-level Admin setting. For a full breakdown of what each role can do, see Melio Roles & Permissions.
4- Select Invite staff member.
That's it! You've successfully assigned clients to your new staff member. Once the staff member accepts their invitation, their status will update from Pending in your staff list, and they can start working with the clients you assigned.