If a staff member no longer needs access to your firm's account, Melio makes it easy to remove them. This guide explains how to remove a staff member from your accounting firm's Melio account.
Only your firm's Owner and Admins can remove staff members from the firm's account.
To remove a staff member from your client's Melio account instead, see Removing a staff member from your client's account.
How to remove a staff member from your firm's Melio account
1- Sign in to your firm’s Melio account.
2- Select Staff on the left sidebar.
3- Find the staff member you want to remove. Use the Search staff field if needed.
4- Select the three-dot icon next to the chosen staff member.
5- Select Remove from staff.
6- A Remove member from staff confirmation window will appear. Select Remove member to confirm.
That's it! You've successfully removed a staff member from your firm's Melio account.
Removing a staff member from your firm’s Melio account doesn’t affect any of your clients. You can assign another staff member to the clients if needed.