How to switch between different clients in Melio

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Melio makes it simple to move between client accounts or return to your firm's account.

Follow these steps to view and manage different client accounts:

1 - Sign in to your firm’s Melio account.

2 - Select the black arrow next to the account name at the top left. 

3 - Select the desired company from the drop-down list.

When you need to return to your firm’s Melio account, do the same actions and select your firm from the drop-down list.

Note: An alternative way to access your client account is through the Accountants dashboard. 

Follow these steps to do it:

1 - Select Home from the left sidebar.

2 - Find the desired client in the Clients section. 

3 - Select a three-dot icon next to the chosen client. 

4 - Select Go to client account.

That’s it. With these simple steps, you can easily switch between client accounts or return to your firm’s dashboard anytime.


 

 

 

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