When managing your accounting firm's Melio account, you have control over each staff member's level of access to your firm's own bills, payments, and settings. This is separate from their access to individual client accounts. This guide explains how to view and change a staff member's firm-level access.
To adjust a staff member's access to a specific client's Melio account instead, see Assigning an accounting firm's staff member to a client.
How to manage a staff member's firm-level access
1- Sign in to your firm's Melio account.
2- Select Staff on the left sidebar.
3- Find the staff member you want to manage. Use the Search staff field if needed.
4- Select the three-dot icon next to the chosen staff member, then select Edit member.
You can also select the staff member's row to open the Staff member details page, then select Edit.
5- Under Role & permissions, select Set as Firm Admin if you want this member to have full admin access, including the ability to manage other staff members and access all firm settings.
6- Select Manage account 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.
Approval workflows for client payments are managed separately in each client's own account settings.
7- Select Save.
That's it! You've successfully updated this staff member's firm-level access.