With Melio’s user roles you can invite anyone from your organization to join your account, while still keeping control over each one's permissions.
This article briefly explains the different user types and their permissions. If you want to invite users, see how to manage your team.
The account’s Owner can invite Contributors or Accountants who can add and schedule payments that require approval. They can also invite Admins to manage the entire account and approve payments scheduled by Contributors and Accountants.
Melio offers six different user roles:
Owner
This role is automatically set to the creator of the Melio account. There can only be one owner role. If you’re set as the Owner, and would like to make someone else the Owner, you’ll have to define a new role for yourself.
Admin
The Admin role is similar to the Owner role, with one main difference: an Admin can’t modify an Owner’s user role.
Accountant
An Accountant can schedule payments, add Accountants and Contributors, and connect to the company's accounting software account. However, an Accountant can also have payment limits that require Admin approval. In addition, an Accountant doesn’t have the permission to approve payments of Contributors and other Accountants.
Contributor
A Contributor can schedule payments and add vendors. They can be set to require payment approval above a certain amount.
Approver
This role is for team members who need to review and approve (or decline) specific payments or bills, but should not create or edit them. Approvers have access only to bills and payments they need to approve or have already been approved.
Viewer
This role is meant for users who need to view payments, statuses, basic reports, and other information in the Melio account. A Viewer can view the information in the Melio account but cannot modify it.